
Robert Wells
Partner
John W Brooker & Co CPAs
United States, California, Oakland
About Me
Rob Wells joined John W. Brooker Asset Management in 2018. He is responsible for account management and investment and market research. Rob has a long history in corporate finance and the financial services industry, including consulting for start-ups, asset management for high net worth individuals and financial planning and analysis. Rob graduated from the University of California at Santa Barbara with a B.A. in Economics, and has earned the right to use the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Institute and the San Francisco CFA Society. Rob also serves on the board of Vanguard Music and Performing Arts, a Silicon Valley-based organization providing
Profile Information
Partner
John W Brooker & Co CPAs
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Oakland
California
United States
May 15, 2024
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