![Rob Moore](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Rob Moore
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Consumer Services
Finance
Profile
Robert J.
Moore worked as a Wealth Portfolio Manager at Nicolet Advisory Services LLC from 2020 to 2023.
Prior to that, he obtained an undergraduate degree from St. Norbert College, Inc. and an MBA from Lakeland University.
Former positions of Rob Moore
| Companies | Position | End |
|---|---|---|
Nicolet Advisory Services LLC
 Nicolet Advisory Services LLC Investment ManagersFinance Nicolet Advisory Services utilizes a combination of fundamental and technical analysis, as well as charting. The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. The two primary core investment strategies used inside client accounts will be strategic risk-based asset allocation and active risk-based asset allocation. These strategies can be coupled with strategic targeted objective strategies. Although the strategic targeted objective strategies will be used infrequently. | Portfolio Manager-Equities | 2023-08-31 |
Training of Rob Moore
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
St. Norbert College, Inc.
 St. Norbert College, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nicolet Advisory Services LLC
Nicolet Advisory Services LLC Investment ManagersFinance Nicolet Advisory Services utilizes a combination of fundamental and technical analysis, as well as charting. The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. The two primary core investment strategies used inside client accounts will be strategic risk-based asset allocation and active risk-based asset allocation. These strategies can be coupled with strategic targeted objective strategies. Although the strategic targeted objective strategies will be used infrequently. | Finance |
Lakeland University
 Lakeland University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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