Bob Doyle
Vorstandsvorsitzender bei Doyle Wealth Management LLC
Profil
Mr. Robert K.
Doyle, CPA, is a President & Chief Investment Officer at Doyle Wealth Management, Inc. He is on the Board of Directors at Kanuga Conferences, Inc. He has over 25 years of experience in wealth management and personal financial planning.
Mr. Doyle began his career at Price Waterhouse in Tampa in 1988.
From 1993 to the inception of Doyle Wealth in 2005, he served as Chief Investment Officer of a Tampa Bay-based Registered Investment Advisor and also served as the Partner-in-Charge of the Personal Financial Planning Practice in a Tampa Bay based CPA firm.
He has a BA in Accounting and Master of Accountancy from The University of West Florida
Aktive Positionen von Bob Doyle
| Unternehmen | Position | Beginn |
|---|---|---|
Doyle Wealth Management LLC
 Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Vorstandsvorsitzender | 01.01.2005 |
Kanuga Conferences, Inc.
 Kanuga Conferences, Inc. Other Consumer ServicesConsumer Services Kanuga Conferences, Inc. operates a conference, retreat, and camp center. It also programs, camp and outdoor education. The company is headquartered in Hendersonville, NC. | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Bob Doyle
| Unternehmen | Position | Ende |
|---|---|---|
| Pricewaterhouse LLP | Corporate Officer/Principal | - |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Vorsitzender | - |
Ausbildung von Bob Doyle
| University of West Florida | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
| Pricewaterhouse LLP | Commercial Services |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
Kanuga Conferences, Inc.
Kanuga Conferences, Inc. Other Consumer ServicesConsumer Services Kanuga Conferences, Inc. operates a conference, retreat, and camp center. It also programs, camp and outdoor education. The company is headquartered in Hendersonville, NC. | Consumer Services |
Doyle Wealth Management LLC
Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Finance |
