Bob Noll is responsible for providing detailed analysis of investment options recommended for use in client accounts through our internal investment committee – both on the plan and participant level. Other responsibilities include delivering client reviews and providing general fiduciary guidance.
With more than 18 years of experience in the financial services industry, Bob has extensive experience with investments. Prior to joining SageView, Bob worked at Financial Concepts as Chief Investment Analyst for six years. At Financial Concepts, he was responsible for the investment oversight of over 90 clients with assets in excess of $1.1 billion.
Bob is a graduate of the University of Minnesota with a BS in Economics and the University of Notre Dame with an MBA (Finance concentration). Bob is a CFA Charterholder and holds the Series 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law Exam) registrations, as well as the Minnesota Life and Health license.