John G. Bobb CFA, CHFC Senior Vice President Senior Portfolio Manager 5246 Red Cedar Drive, Suite 101 Fort Myers, FL 33907 Tel: (239)267-6655 Fax: (239)267-6553 [email protected] John has over 30 years of expertise as a top investment specialist including over 20 years as a Portfolio Manager for high and ultra-high net worth clients. In his role of Senior Portfolio Manager, John specializes in developing and managing customized investment portfolios for high net worth investors, trusts, foundations and other non-profit organizations. John leads the development and maintenance of the equity strategies and investments and helps develop the overall investment philosophy for Investors’ Security Trust. Prior to joining the company, John worked for several major wealth management institutions as Senior Portfolio Manager and Team Leader where he was top ranked in performance, client satisfaction and service. He graduated Magna Cum Laude from the University of Akron with a BA in Business Administration Finance. He also holds a MBA in Financial Analysis from the University of Phoenix (4.0 GPA) and holds the designation of Chartered Financial Analyst (CFA) and Chartered Financial Consultant (CHFC). John has extensive experience as a Financial and Estate Planner. John actively supports the Southwest Florida community and currently lends his investment expertise in his roles as Board Member and Investment Committee Chairmen for Cape Coral Community Foundation and Investment Committee Member at David Lawrence Center in Naples. John also is a volunteer for the United Way. 5246 Red Cedar Drive, Suite 101, Fort Myers, FL 33907 tel: (239) 267-6655 fax: (239) 267-6553 toll free: (866) 414-7397 www.allabouttrust.com INVESTMENTS TRUSTS ESTATES
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