Bob Jaffe
Director/Board Member at CFS Investment Advisory Services LLC
Profile
Mr. Robert M.
Jaffe is a Financial Advisor at CFS Investment Advisory Services LLC.
He is on the Board of Directors at CFS Investment Advisory Services LLC.
He joined CFS Investment Advisory Services, L.L.C.
in 1999 and is Director, Client Relations.
Since 1986 he has been advising individuals in planning their investment strategies and establishing major charitable gifts.
He currently manages assets for individuals and families as well as 529 Plans for their children and grandchildren.
Mr. Jaffe was employed as a Principal by Walnut Street Securities, Inc. and a Principal by Nathan & Lewis Securities, Inc.
He received his undergraduate degree from Dartmouth College and an MBA from Columbia Business School.
He is an Accredited Asset Management Specialist.
Bob Jaffe active positions
| Companies | Position | Start |
|---|---|---|
CFS Investment Advisory Services LLC
 CFS Investment Advisory Services LLC Investment ManagersFinance CFS Investment Advisory Services LLC (CFS) is an independent, SEC-registered investment advisor headquartered in Totowa, New Jersey. The firm was founded by Greg Makowski and Harris Nydick in 1989. CFS offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Director/Board Member | 1998-12-31 |
Former positions of Bob Jaffe
| Companies | Position | End |
|---|---|---|
Walnut Street Securities, Inc.
 Walnut Street Securities, Inc. Investment ManagersFinance A subsidiary of MetLife, Inc., Walnut Street Securities, Inc. is an investment advisor headquartered in New York City with additional offices nationwide. The firm was founded in1985. | Corporate Officer/Principal | 2005-01-30 |
Nathan & Lewis Securities, Inc.
 Nathan & Lewis Securities, Inc. Investment Banks/BrokersFinance Part of MetLife, Inc., Nathan & Lewis Securities, Inc. sells mutual funds and annuity products. The company is based in Greenwich, CT. Nathan & Lewis Securities was acquired by New England Financial on February 19, 1998. | Corporate Officer/Principal | 2003-07-30 |
Training of Bob Jaffe
| Dartmouth College | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Walnut Street Securities, Inc.
Walnut Street Securities, Inc. Investment ManagersFinance A subsidiary of MetLife, Inc., Walnut Street Securities, Inc. is an investment advisor headquartered in New York City with additional offices nationwide. The firm was founded in1985. | Finance |
Nathan & Lewis Securities, Inc.
Nathan & Lewis Securities, Inc. Investment Banks/BrokersFinance Part of MetLife, Inc., Nathan & Lewis Securities, Inc. sells mutual funds and annuity products. The company is based in Greenwich, CT. Nathan & Lewis Securities was acquired by New England Financial on February 19, 1998. | Finance |
CFS Investment Advisory Services LLC
CFS Investment Advisory Services LLC Investment ManagersFinance CFS Investment Advisory Services LLC (CFS) is an independent, SEC-registered investment advisor headquartered in Totowa, New Jersey. The firm was founded by Greg Makowski and Harris Nydick in 1989. CFS offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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