Bob Doyle

Chief Executive Officer at Doyle Wealth Management LLC

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Profile

Mr. Robert K.
Doyle, CPA, is a President & Chief Investment Officer at Doyle Wealth Management, Inc. He is on the Board of Directors at Kanuga Conferences, Inc. He has over 25 years of experience in wealth management and personal financial planning.
Mr. Doyle began his career at Price Waterhouse in Tampa in 1988.
From 1993 to the inception of Doyle Wealth in 2005, he served as Chief Investment Officer of a Tampa Bay-based Registered Investment Advisor and also served as the Partner-in-Charge of the Personal Financial Planning Practice in a Tampa Bay based CPA firm.
He has a BA in Accounting and Master of Accountancy from The University of West Florida

Bob Doyle active positions

Companies	Position	Start
Doyle Wealth Management LLC Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations.	Chief Executive Officer	2004-12-31
Kanuga Conferences, Inc. Kanuga Conferences, Inc. Other Consumer ServicesConsumer Services Kanuga Conferences, Inc. operates a conference, retreat, and camp center. It also programs, camp and outdoor education. The company is headquartered in Hendersonville, NC.	Director/Board Member	-

All active positions of Bob Doyle

Former positions of Bob Doyle

Companies	Position	End
Pricewaterhouse LLP	Corporate Officer/Principal	-
The American Institute of Certified Public Accountants The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.	Chairman	-

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Training of Bob Doyle

University of West Florida

Graduate Degree

Experiences
Positions held

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100 +

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Linked companies

Private companies	4
Doyle Wealth Management LLC Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations.	Finance
Pricewaterhouse LLP	Commercial Services
The American Institute of Certified Public Accountants The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.	Commercial Services
Kanuga Conferences, Inc. Kanuga Conferences, Inc. Other Consumer ServicesConsumer Services Kanuga Conferences, Inc. operates a conference, retreat, and camp center. It also programs, camp and outdoor education. The company is headquartered in Hendersonville, NC.	Consumer Services

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