robert just

robert just

owner

About

Fee-only & Fiduciary wealth manager assisting professionals and families become financially independent. Skilled in Investment Management, Retirement Planning and Financial Planning. Strong business development professional with a Bachelor of Science focused in Business Administration from University of Vermont.

Country

united states

City

baldwinsville

Industry

investment management

Skill

investments, strategic financial planning, asset management, wealth management, portfolio management, retirement planning, investment advisory, financial analysis, mutual funds, risk management, asset allocation, finance, financial services, alternative investments, retirement plan consulting, retirement income strategies, client relations, financial advisory, financial planning, investment management, etfs, wealth management services

Experience

armory capital management

president

armory capital management

2009-7 - 2012-2 · 2 yrs 8 mos
green & seifter investment advisers

investment advisor

green & seifter investment advisers

1998-10 - 2009-7 · 10 yrs 10 mos
american express financial advisors

financial advisor

american express financial advisors

1988-4 - 1998-10 · 10 yrs 7 mos
blue ocean strategic capital, llc

director of research and investment advisor

blue ocean strategic capital, llc

2012-2 - 2015-12 · 3 yrs 11 mos
wolfson wealth management

investment advisor and chief investment officer and chief compliance officer

wolfson wealth management

2016-1 - 2018-12 · 3 yrs
main street wealth management, llc

owner

main street wealth management, llc

2019-4 - Present · 7 yrs 5 mos

Education

cold spring harbor jr./sr. high school

cold spring harbor jr./sr. high school

cold spring harbor high school

cold spring harbor high school

1974-1 - 1978-1 · 4 yrs 1 mo
university of vermont

university of vermont

business administration

1978-1 - 1982-1 · 4 yrs 1 mo

robert just's Contact Information

Email

******@***.com

Phone

(**) *** ****

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