Bob M. McDevitt
Profile
Mr. Robert M.
McDevitt is Financial Advisor at CoreStates Capital Advisors LLC.
He concentrates on working with high net worth clients on wealth accumulation strategies and retirement planning.
He also focuses on qualified retirement plan funding.
He helps clients understand the benefits of working with an investment fiduciary that provide professionally managed ETF asset allocation portfolios, fiduciary protection, and complete cost transparency to plan sponsors.
Mr. McDevitt has several years of experience in corporate benefits including such areas as plan design, investment funding and ongoing plan administration.
He has also worked with individual clients on asset allocation modeling, retirement planning and estate planning.
Mr. McDevitt received his MBA from Drexel University with a concentration in Finance.
Former positions of Bob M. McDevitt
Companies | Position | End |
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CoreStates Capital Advisors LLC
CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania. | Portfolio Manager-Equities | 2012-08-31 |
Training of Bob M. McDevitt
Drexel University | Masters Business Admin |
Experiences
Positions held
Linked companies
Private companies | 1 |
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CoreStates Capital Advisors LLC
CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania. | Finance |
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