Profile
Mr. Robert T.
Carroll is a Senior Vice President at Jackson, Grant Investment Advisers, Inc. He is the firm's Associate Portfolio Manager and Operations Manager.
His operations team handles all client service inquiries, trading and cash movement, internal and external reporting and technology needs at the firm.
He has been with Jackson, Grant since 2013.
Mr. Carroll received his undergraduate degree from Western Connecticut State University and an MBA from the University of Connecticut School of Business.
Bob Carroll active positions
| Companies | Position | Start |
|---|---|---|
Jackson, Grant Investment Advisers, Inc.
Jackson, Grant Investment Advisers, Inc. Investment ManagersFinance Jackson, Grant manages income-producing retirement portfolios at a lower risk level than the general market to lessen downside exposure. The firm chooses investments (stocks, bonds, ETFs, and mutual funds) based on the likelihood of success in meeting present and future needs at an acceptable risk level. | Analyst-Equity | 2013-11-30 |
Training of Bob Carroll
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Linked companies
| Private companies | 3 |
|---|---|
Western Connecticut State University
Western Connecticut State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jackson, Grant Investment Advisers, Inc.
Jackson, Grant Investment Advisers, Inc. Investment ManagersFinance Jackson, Grant manages income-producing retirement portfolios at a lower risk level than the general market to lessen downside exposure. The firm chooses investments (stocks, bonds, ETFs, and mutual funds) based on the likelihood of success in meeting present and future needs at an acceptable risk level. | Finance |
University of Connecticut School of Business
University of Connecticut School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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