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MEMBER PROFILE

 

Robert Douglass

Corbet Capital Advisors

 

Member profile details

Membership level
Atlanta Individual
First name
Robert
Second name/initial
A
Last name
Douglass
Suffix
CFA
Title
Managing Partner
Company
Corbet Capital Advisors
XPX Chapter Email Lists
  • Atlanta News & Events
 

CONTACT INFORMATION

City
Atlanta
State
Georgia
 

PROFILE INFORMATION

Call me when
...you are working with a business owner who is contemplating selling or recapitalizing their company. We can assist with pre-sale planning before the event and with wealth management after liquidity has been taken out of the company.
Why I/we support XPX
The vast majority of our wealth management customers are business owners and entrepreneurs who sold or recapitalized a business.
Profession
  • Wealth Manager
Functional Expertise
  • Cash management
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Philanthropy
  • Private equity
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Education
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Transportation/Storage
Professional Certification(s)
Chartered Financial Analyst (CFA)
In Business Since
1999
How to contact
Rob@CorbetCap.com
Website
CorbetCap.com
Twitter name
@RobDouglass61
Business Focus
Wealth Management
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