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Robert Thomas Hofmann
President at
Roffman Miller Associates, Inc.
Profile
Mr. Robert T.
Hofmann is a President & Investment Committee Member at Roffman Miller Associates, Inc. He joined the firm in July 2004.
He brings extensive financial planning experience to Roffman Miller.
After beginning his career as an Investment Advisor with Morgan Stanley, Mr. Hofmann joined Charles Schwab as an Investment Specialist in 1996.
Within three years, he was promoted to manage the Newtown Pennsylvania office and finished his tenure with Schwab as the manager of the flagship office in center city Philadelphia.
Mr. Hofmann graduated cum laude from Rider University in 1992 with a Bachelor of Science degree in Finance.
He became a Certified Financial Planner in 1999 and is currently a member of the Financial Planning Association.
Robert Thomas Hofmann active positions
| Companies | Position | Start |
|---|---|---|
Roffman Miller Associates, Inc.
 Roffman Miller Associates, Inc. Investment ManagersFinance RMA follows an investment strategy that focuses on meeting long-term goals and reducing volatility of returns. This is achieved by identifying client objectives, adhering to a value-oriented investment selection process, and diversification of securities and asset classes. As each individual has varying goals, obligations and risk factors, their team listens and takes a customized approach to their clients’ portfolios. The firm typically utilizes individual stocks and bonds and occasionally mutual funds and ETFs in their portfolios. | President | 2004-06-30 |
Former positions of Robert Thomas Hofmann
| Companies | Position | End |
|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Corporate Officer/Principal | - |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Corporate Officer/Principal | - |
Training of Robert Thomas Hofmann
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
29
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Roffman Miller Associates, Inc.
Roffman Miller Associates, Inc. Investment ManagersFinance RMA follows an investment strategy that focuses on meeting long-term goals and reducing volatility of returns. This is achieved by identifying client objectives, adhering to a value-oriented investment selection process, and diversification of securities and asset classes. As each individual has varying goals, obligations and risk factors, their team listens and takes a customized approach to their clients’ portfolios. The firm typically utilizes individual stocks and bonds and occasionally mutual funds and ETFs in their portfolios. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Rider University
 Rider University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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