Doug Bobrow, CFA

Doug Bobrow, CFA, is a seasoned wealth management advisor specialized in guiding business owners and corporate executives on comprehensive financial strategies.

With a background in Biology & Economics from Bucknell University and an MBA from the University of Virginia's Darden School of Business, Doug brings a unique blend of analytical and strategic skills to his practice.

His expertise includes navigating liquidity events, analyzing stock options, optimizing estate planning for tax efficiency, and customizing investment portfolios to align with clients' objectives.

Doug is currently based in Philadelphia, PA, and is supported by a dedicated team to provide high-quality financial services.

Prior to his current role, Doug has held positions at J.P. Morgan as a Private Bank Client Advisor, co-founded OnPoint Nutrition, and worked as a Human Capital Consultant at Deloitte Consulting.

Doug Bobrow leverages his diverse experience and problem-solving abilities to address the intricate financial needs and challenges of his clients.