Bob Killebrew
Membre du Comité d'Investissement chez WMS Partners LLC
Profil
Mr. Robert S.
Killebrew is a Senior Relationship Advisor at WMS Partners LLC.
He is part of the Investment Committee.
He works closely with his clients advising them on asset allocation and portfolio composition.
Prior to joining WMS Partners, Mr. Killebrew chaired the Investment Committee of Alex.
Brown (now Deutsche Bank) for 23 years where he was a Partner and Member of the Board.
He started 1800 Capital Management which became Brown Investment Advisory & Trust where he was also Chairman of the Investment Committee and was Head of Research at Robert Garrett & Sons.
He has served as Chairman of the Enoch Pratt Free Library, President of the Yale Alumni Association of Maryland, Chairman of the Blood Program of the Red Cross, President of the Poplar Hill and the Gadd Road Associations, and served on the Boards of the Roland Park Country School, The Elkridge Club, The Lyric, and The Irvine Nature Center.
He was Chairman of the Board of the West Chop Club and was on the Finance Committee of the Baltimore Community Foundation.
He is a past President of the Baltimore Chartered Financial Analyst Society.
He is a graduate of Yale University and has a Master of Business Administration with a major in Finance from the Wharton School of the University of Pennsylvania.
He is a Chartered Financial Analyst (CFA) charter holder.
Postes actifs de Bob Killebrew
Sociétés | Poste | Début |
---|---|---|
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Membre du Comité d'Investissement | 01/05/2009 |
Anciens postes connus de Bob Killebrew
Sociétés | Poste | Fin |
---|---|---|
MORGAN STANLEY | Corporate Officer/Principal | - |
Brown Investment Advisory & Trust Co.
Brown Investment Advisory & Trust Co. Investment ManagersFinance Brown Investment Advisory & Trust Co. provides fund management services. It serves high net worth individuals and institutions. The firm manages accounts for individuals, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, family office, executives, foundations, trust services and state or municipal government entities. The company was founded in 1993 and is headquartered Baltimore, MD. | Corporate Officer/Principal | - |
Alex. Brown & Sons, Inc. | Corporate Officer/Principal | - |
Roland Park Country School | Corporate Officer/Principal | - |
Robert Garrett & Sons, Inc.
Robert Garrett & Sons, Inc. Investment ManagersFinance Robert Garrett & Sons, Inc. provides investment advice. The private company is based in New York, NY. | Corporate Officer/Principal | - |
Formation de Bob Killebrew
Yale University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
---|---|
MORGAN STANLEY | Finance |
Entreprise privées | 4 |
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Brown Investment Advisory & Trust Co.
Brown Investment Advisory & Trust Co. Investment ManagersFinance Brown Investment Advisory & Trust Co. provides fund management services. It serves high net worth individuals and institutions. The firm manages accounts for individuals, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, family office, executives, foundations, trust services and state or municipal government entities. The company was founded in 1993 and is headquartered Baltimore, MD. | Finance |
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
Alex. Brown & Sons, Inc. | Finance |
Robert Garrett & Sons, Inc.
Robert Garrett & Sons, Inc. Investment ManagersFinance Robert Garrett & Sons, Inc. provides investment advice. The private company is based in New York, NY. | Finance |