Robert W. Bogue, Jr., CFA

Partner & Senior Financial Advisor

Experience & Expertise

Bob is a Partner and Senior Financial Advisor in the firm’s Private Client Group. He has been in the investment industry since 1971 and previously worked for Alex Brown & Sons, Legg Mason Capital Management, First National Bank of Maryland, U.S. Fidelity & Guaranty Company and Calvert Investment Counsel. Bob is a member of the firm’s Investment Committee.

Favorite Thing About Working With Clients

“I am particularly interested in helping clients deal with complicated financial issues.”

My Philosophy On Client Service

“Client service is critically important in a client relationship, and I strive to beat client expectations every time.”

B.S. from Yale University
MBA from the Columbia Graduate School of Business
Chartered Financial Analyst® (CFA)
Member of the CFA Institute and the Baltimore CFA Society
Fourth place in the 1977 Value Line Stock Picking Contest
Baltimore, MD
Yale University
Paul’s Place and Our Daily Bread
Playing golf
Interacting with our 9 grandsons.
Have A Bias Towards Action
What I Love About Greenspring

“The culture at Greenspring is great and we have a bunch of very dedicated people.”

Greenspring News

Greenspring Advisors Named as Top Defined Contribution Advisor Team in Nation | Top 3 in Maryland

Greenspring Advisors Awards $50,000 in Grants