Suggestions
Rob Freeman
Director at Credit Suisse
Rob Freeman is an investment banking professional with over fifteen years of experience at the Director level.1 He currently works as an Investment Advisor at Ember Capital, a position that leverages his extensive background in the financial industry.13
Professional Background
Rob Freeman holds several notable qualifications and certifications that demonstrate his expertise in financial planning and investment management:
- Certified Financial Planner™ (CFP®): He has attained this prestigious certification, which is one of the most respected credentials in financial planning.23
- Chartered Financial Consultant (ChFC): This designation further underscores his comprehensive knowledge of financial planning.3
Current Role and Responsibilities
As an Investment Advisor at Ember Capital, Rob Freeman likely engages in the following activities:
- Portfolio Management: He has extensive experience in helping clients reach their financial goals through advanced portfolio design.3
- Financial Planning: Rob provides ongoing financial planning services to his clients, assisting them in navigating complex financial situations.3
Education
Rob Freeman holds a Master of Arts (MA) degree, although the specific field of study is not mentioned in the available information.3
Professional Presence
Rob maintains a professional presence on LinkedIn, where his username is robfree1.1 This platform likely serves as a means for him to network with other professionals in the investment banking and financial advisory fields.
Given his extensive experience and qualifications, Rob Freeman appears to be a well-established professional in the investment advisory sector, with a strong focus on helping clients achieve their financial objectives through comprehensive planning and portfolio management strategies.