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."
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