Robert F. Jung
"Simplicity is the ultimate in sophistication" - Leonardo Da Vinci.
About Robert
Rob graduated from the University of Cincinnati with a BBA in Accounting and Finance. He began his professional career in 1986 with a focus on accounting and financial planning with a “ Big Eight” accounting firm. In 1993, Rob focused his career on investment management and served as Vice President/ Trustee Officer, managing portfolios for private clients. In 1997, Rob became a portfolio manager for Bartlett & Co. In 2001 Rob joined a multi-family office focused on the needs of P&G, Scripps and Convergys executives. In 2003, he founded Crew Capital. Rob is a Chartered Financial Analyst and a member of the CFA Institute and the Cincinnati Society of Financial Analysts.
What I do For crew and you
As the CEO/President of Crew Capital I am the person responsible for making sure the client and our team members have a great experience today and into the future. I am involved in all aspects of driving success for the clients and our team members.
Simply for our clients Crew acts as their personal CFO willing to help in all areas of their lives with a focus, but not limited to, the economic and financial areas of their lives. We offer resources to help with investment/portfolio management, financial planning, risk management, legacy/estate planning, and many other areas involving a client's financial success.
Work Experience
I am a CFA and a CPA (CPA Inactive). I have six years experience in public accounting focused on tax planning and compliance for individuals and companies. The remainder of my career. 30 plus years, is focused on investment management and financial planning. Twenty of the 30 plus years have been with Crew Capital.
Other Team Members
Robert F. Jung
CFA, CPA(inactive)
Founder
Matthew Swendiman, CFA
Financial Advisor
Peter Baden,
CFA
Financial Advisor
Dan Schneider, CFP®
Financial Advisor
Rick Bell
Senior Advisor
Andrew Jung
Research Analyst
Sarah Argo
Operations Manager
Helping You Achieve Your Goals Through Passion, Trust, And Transparency.
Get in touch:
Email: sargo@crewcapital.com
Phone: 513-618-6460
Address: 4030 Smith Road, Cincinnati, OH, 45209
© Crew Capital 2023 - All Rights Reserved
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.