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Chuck Roberson
Career history of Chuck Roberson
Former positions of Chuck Roberson
Companies | Position | Start | End |
---|---|---|---|
Greenbaum & Orecchio, Inc.
![]() Greenbaum & Orecchio, Inc. Investment ManagersFinance Greenbaum and Orecchio, Inc. is a registered investment advisor firm located in Old Tappan, New Jersey | Analyst-Equity | - | 2008-12-30 |
Portfolio Manager-Equities | - | 2008-12-30 | |
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Portfolio Manager-Equities | 2010-12-31 | - |
Heritage Financial Group (Old) (Georgia)
![]() Heritage Financial Group (Old) (Georgia) Financial ConglomeratesFinance Heritage Financial Group provides financial services to individuals and small to mid-sized businesses. The lending activities of the Group include residence loans, multi-family residence loans, commercial property loans, consumer and commercial business loans. The Group offers deposit accounts having different interest rates and terms, which generally include savings accounts, money market deposits, term certificate accounts and checking accounts. The Group operates through six full service banking offices in Albany, Georgia, and Dougherty, Lee, Mitchell and Worth counties in Georgia. It provides investment products, life, health, disability and long-term care insurance. The company was founded in February 2002 and is headquartered in Albany, GA. | Corporate Officer/Principal | - | - |
Training of Chuck Roberson
University of Delaware | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Greenbaum & Orecchio, Inc.
![]() Greenbaum & Orecchio, Inc. Investment ManagersFinance Greenbaum and Orecchio, Inc. is a registered investment advisor firm located in Old Tappan, New Jersey | Finance |
Heritage Financial Group (Old) (Georgia)
![]() Heritage Financial Group (Old) (Georgia) Financial ConglomeratesFinance Heritage Financial Group provides financial services to individuals and small to mid-sized businesses. The lending activities of the Group include residence loans, multi-family residence loans, commercial property loans, consumer and commercial business loans. The Group offers deposit accounts having different interest rates and terms, which generally include savings accounts, money market deposits, term certificate accounts and checking accounts. The Group operates through six full service banking offices in Albany, Georgia, and Dougherty, Lee, Mitchell and Worth counties in Georgia. It provides investment products, life, health, disability and long-term care insurance. The company was founded in February 2002 and is headquartered in Albany, GA. | Finance |
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
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