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Roger I. Bair, III

Senior Wealth Manager

The Financial Consulate Inc

United States, Maryland, Cockeysville

About Me

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

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Profile Information

Senior Wealth Manager

The Financial Consulate Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Cockeysville

Maryland

United States

Jan 9, 2025

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