Robert G. Castleman, CFA®
Senior Portfolio Manager, VP
Chesapeake Wealth Management
4804 Courthouse Street, Suite 1A
Williamsburg, VA 23188
Direct: 757-253-9088
Fax: 757-253-1075
About Robert
Robert Castleman, Senior Portfolio Manager and Vice President of Chesapeake Wealth Management, has been engaged in Wealth Management for nearly 29 years, working as a portfolio manager for BB&T, as an investment analyst and portfolio manager at SunTrust Bank, and portfolio manager for Whitehorse Securities in New York.
Mr. Castleman is a graduate of the State University of New York at Stony Brook (BS in Electrical Engineering). He earned his MBA degree at Adelphi University and is a graduate of the CFA Institute in Charlottesville, Virginia. He is a Chartered Financial Analyst (CFA) and a member of the CFA Society of Virginia.
"I love it when clients come to appreciate how much prior planning helps to prevent poor performance with their long term investment goals."