Robert Maples
Portfolio Manager at Wealth Enhancement Group | San Francisco Bay Area
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Robert “Skip” Maples serves as a Portfolio Manager at Wealth Enhancement Group, where he leverages his extensive expertise in securities analysis, particularly in equities, to guide clients through the complexities of wealth management. With a strong foundation in capital markets and asset allocation, Skip plays a pivotal role in developing tailored investment strategies that align with each client’s unique financial goals. His proficiency in alternative investments, hedge funds, and fixed income further enhances the firm’s offerings, allowing clients to diversify their portfolios and optimize returns.
At Wealth Enhancement Group, Skip is deeply involved in key projects that focus on comprehensive financial planning and long-term client relationships. His commitment to team leadership and coaching fosters a collaborative environment, ensuring that all team members are equipped with the knowledge and skills necessary to provide exceptional service. Skip’s intercultural understanding and relations enable him to connect with a diverse clientele, enhancing the firm’s ability to address the specific needs of clients from various backgrounds.
In addition to his portfolio management responsibilities, Skip is an accomplished business writer, adept at translating complex financial concepts into accessible language for clients. This skill not only strengthens client relationships but also reinforces the firm’s commitment to transparency and education in the investment advisory process. As a registered investment advisor with Wealth Enhancement Advisory Services, LLC, Skip continues to drive innovation in wealth management, positioning his clients for long-term success in an ever-evolving financial landscape.
Portfolio Manager at Wealth Enhancement Group in November 2022 to Present
Senior Vice President & Portfolio Manager at BTR Capital Management in October 2015 to November 2022
vice president at Wells Fargo in December 2001 to April 2014
Vice President at Berkeley Capital Management in January 1996 to January 2001
Senior Equity Analyst at BTR Capital Management in January 1994 to January 1996
Vice President at Cleary, Gull, Reiland & McDevitt in January 1990 to January 1994
Equity Research Analyst at Piper Jaffray in January 1986 to January 1990
Cooperatives Advisor at United States Peace Corps in January 1982 to January 1984
Legislative Assistant at U.S. House of Representatives office of Representative Millicent Fenwick in January 1979 to January 1982
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Alternative Investments
Series 7
Wealth Management
Investments
Asset Management
Equities
Securities
Series 63
Investment Management
Fixed Income
Investment Advisory
Portfolio Management
Security Analysis
Capital Markets
Asset Allocation
Hedge Funds
Management
Equity Research
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Discover more about Wealth Enhancement GroupWhat is Robert Maples email address?
Email Robert Maples at [email protected] and [email protected]. This email is the most updated Robert Maples email found in 2026.
What is Robert Maples phone number?
Robert Maples phone number is +15104846842 and +15309993979.
How to contact Robert Maples?
To contact Robert Maples send an email to [email protected] or [email protected]. If you want to call Robert Maples try calling on +15104846842 and +15309993979. (updated on November 04, 2024)
What company does Robert Maples work for?
Robert Maples works for Wealth Enhancement Group
What is Robert Maples's role at Wealth Enhancement Group?
Robert Maples is Portfolio Manager
What industry does Robert Maples work in?
Robert Maples works in the Financial Services industry.
Robert Maples Email Addresses
Robert Maples Phone Numbers
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