Bob Janson, CIMA®, AIF® Director of Investments
Bob has over 30 years of investment experience. His primary areas of knowledge are in the design, implementation, and management of investment portfolios and providing investment advisory consulting services to company-sponsored qualified retirement plans. Prior to joining the firm, Bob worked at Blunt, Ellis, & Loewi, Charles Schwab Institutional, and Retirement and Estate Advisors.
Education: B.A in Business and Finance from the University of Wisconsin, Milwaukee.
Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.