Rob Moore
Portfolio Manager-Equities at Nicolet Advisory Services LLC
Profile
Mr. Robert J.
Moore is a Wealth Portfolio Manager at Nicolet Advisory Services LLC.
His experience with investment research, individual/institutional portfolio management and investment oversight for Retirement Plan Services gives him the knowledge to assist clients with their financial needs.
He is a member of Nicolet’s Investment Committee assisting in portfolio construction as well as the Investment Research Team completing manager due diligence
He obtained his Bachelor of Business Administration degree in Accounting from St. Norbert College.
He also received his Master of Business Administration degree in Finance from Lakeland University.
He has his Series 65 and is an Investment Advisor Representative.
Rob Moore active positions
Companies | Position | Start |
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Nicolet Advisory Services LLC
Nicolet Advisory Services LLC Investment ManagersFinance Nicolet Advisory Services LLC is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. Formerly known as Nicolet Wealth Management LLC, the firm was founded by Scot J. Madson in 1978 and is owned by Nicolet Bankshares, Inc. (NASDAQ: NCBS). Nicolet Advisory Services offers a variety of advisory services to individuals, pension and profit-sharing plans, banking and thrift institutions, trusts, estates, charitable organizations, corporations and business entities. | Portfolio Manager-Equities | - |
Training of Rob Moore
St. Norbert College, Inc. | Undergraduate Degree |
Lakeland University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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Nicolet Advisory Services LLC
Nicolet Advisory Services LLC Investment ManagersFinance Nicolet Advisory Services LLC is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. Formerly known as Nicolet Wealth Management LLC, the firm was founded by Scot J. Madson in 1978 and is owned by Nicolet Bankshares, Inc. (NASDAQ: NCBS). Nicolet Advisory Services offers a variety of advisory services to individuals, pension and profit-sharing plans, banking and thrift institutions, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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