CoverProfile

John Bobb

Senior Vice President & Private Wealth Advisor

FineMark National Bank & Trust

United States, Florida, Fort Myers

About Me

I manage investment portfolios for High and Ultra High Net Worth Individuals and Families as well as Foundations. I also manage these relationships. I help manage our two individual large-cap investment processes and our asset allocation process. I also research outside managers to add diversification to our portfolios. I also help with various other aspects of our investment process and our trust and investment management software.

Profile Information

Senior Vice President & Private Wealth Advisor

FineMark National Bank & Trust

Investment Team

Investor

Bank

Fort Myers

Florida

United States

May 16, 2024

More profiles to browse

Profile Photo
Wendy Kopp
Senior Vice President, Private Wealth
Profile Photo
Christopher Highmark
Senior Vice President
Profile Photo
Daniel Sojo
AVP & Senior Investment Analyst
Profile Photo
Andrew Potter
Senior Vice President / Senior Portfolio Manager

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services