First Vice President | Portfolio Manager | Financial Advisor@ Morgan Stanley
Los Angeles, California, United States
Bobby Hill
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Pepperdine University
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Tell me more about Bobby Hill?
FlashIntel GPTBobby Hill is a highly experienced investment professional with over 25 years of expertise in mutual funds, portfolio management, wealth management, and asset management. Based in Los Angeles, California, he has worked at reputable companies such as Morgan Stanley and UBS. Bobby is known for his ability to understand client goals, values, and estate issues, as well as the portfolio management of taxable fixed income. With a strong background in retirement planning and investment advisory, he is well-versed in various financial services and asset management.
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About
Bobby Hill has been a fully licensed investment professional for more than 25 years. Bobby prides himself on understanding goals, values and estate issues of clients as well as the portfolio management of taxable fixed income. Bobby holds the Series 7 & 63, Insurance, and Life, Health and Annuity Insurance licenses. The areas in which Bobby specializes in are: Retirement Planning, Retirement, Series 7, Investments, Series 63, Strategic Financial Planning, Wealth Management, Wealth Management Services, Alternative Investments, Portfolio Management, Securities, Mutual Funds, Equities, Asset Allocation, Investment Advisory, Fixed Income, Private Equity, Hedge Funds, Investment Strategies, and Asset Managment
...See MoreWork Experience
First Vice President | Portfolio Manager | Financial Advisor
Vice President
Financial Services
Bobby Hill's Professional Milestones
- First Vice President | Portfolio Manager | Financial Advisor (2009-08-01~): Transformed portfolio operations, optimizing efficiency and ensuring seamless financial relationships for clients.
- Vice President: Driving strategic initiatives and expanding the company's global presence to achieve record-breaking sales and profitability.
Education
Business Administration,
Management,
Business Administration And Management,
Bachelors,
Bachelor Of Science,
General
1975-1980Skill
Mutual Funds
Portfolio Management
Wealth Management
Asset Management
Investments
Alternative Investments
Asset Allocation
Fixed Income
Securities
Hedge Funds
Series 7
Equities
Strategic Financial Planning
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
Carleen Mulholland
Assistant Vice President - Business Service Officer
Patrick Harty
IT Vice President Execution Manager | IT System Owner | Business Analysis | Project Management | Service Interface Design | Database Design | Compliance
Joshua Rounds
Credit Risk Data Control at Morgan Stanley - Vice President / Product Owner
William Cheng
product manager at morgan stanley|product management|product owner
Other Named Bobby Hill
Frequently asked questions
We found 1 Bobby Hill's email addresses
We found 1 Bobby Hill's phone numbers
Bobby Hill's social media include: Linkedin,
Bobby Hill works for Morgan Stanley
Bobby Hill's role in Morgan Stanley is First Vice President | Portfolio Manager | Financial Advisor
Bobby Hill works in the industry of Financial Services
Bobby Hill's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Carleen Mulholland,Patrick Harty
Bobby Hill's latest job experience is First Vice President | Portfolio Manager | Financial Advisor at Morgan Stanley
Bobby Hill's latest education in Pepperdine University
