Versatile and experienced, I offer expertise in asset management, relationship building, and team leadership gained over 30 years in the investment business. As a highly personable and charismatic leader, I build close relationships with clients and colleagues to retain accounts and ensure high levels of service. I successfully navigate complex relationships to guarantee the achievement of client and corporate goals. My coworkers know me as a proactive and affable manager, one who continuously trains and mentors junior associates to build high-performance teams. I have left each of my employers far better off than when I joined them, and I strive to apply the full range of my abilities in
Roger I. Bair, III
Senior Wealth Manager
The Financial Consulate Inc
United States, Maryland, Cockeysville
About Me
Profile Information
Senior Wealth Manager
The Financial Consulate Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Cockeysville
Maryland
United States
Jan 9, 2025
More profiles to browse
Christopher J. O'Shea
Financial Planner, Chief Investment Officer
Michael Mccarthy
President & Chief Executive Officer, Wealth Advisor, Chief Compliance Officer, Financial Planner
Chuck Bender
Chief Financial Officer, Wealth Advisor
AT
Andrew Tignanelli
Founder and Chairman of the Board
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
JB
Joy Bunzel
Client Services
Sierra Investment Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation