Robb J. Parlanti, CFA
Financial Advisor & Principal
Robb works with individuals, families, and institutional clients to identify their financial goals and develop investment strategies and options. His experience with security selection and portfolio construction is surpassed only by his ability to build long-standing client/advisor relationships based on trust and mutual respect.
Prior to joining our firm in 2013, he served nearly 20 years with Turner Investments as a partner and senior portfolio manager. He also was an equity/fixed income portfolio manager at PNC Bank.
Robb enjoys spending time with his family enjoying golfing, skiing, and hiking.
Professional Credentials
Chartered Financial Analyst, CFA Education
Wake Forest University, BS, Business and Accountancy Community Leadership
Alpha Mid Atlantic, Board MemberCFA Society of Philadelphia, Member
Knights of Columbus, Member
Overbrook School for the Blind, Investment Committee
Visitation B.V.M. Church, Finance Committee