Robert E Medvey

North Carolina Investment Manager

Drawing upon more than 50 years of experience in the financial advisement and banking sectors, Robert E. Medvey managed the assets of a high-net-worth client base from offices in New Bern, North Carolina. In addition to working with individuals, he serves the unique needs of nonprofit organizations and endowment fund clients. Over the course of his career,
Robert E. Medvey has been a senior administrator with Hartford National Bank in Hartford, Connecticut, and the Connecticut Bank and Trust Company in Stamford.

Robert E. Medvey has also accomplished a great deal as an independent financial consulting and wealth management leader, forming R.M Capital and R.M. Equities in the 1980s. Merrill, which was then called Merrill Lynch, acquired and absorbed both of these entitles in 2006.

Outside of the professional arena, Mr. Medvey has provided administrative assistance to organizations that range from the First Congregational Church of Greenwich to the Visiting Nurse and Hospice Care of Southern Connecticut. His hobbies include fishing and watching PGA golf.

New Bern, NC, US


Work Experience

Connecticut Bank and Trust Company

VP

Jun 1968 - Jan 1972

AVP
Hartford National Bank


Education

Jan 1980 - May 1981

MA
Fairfield University
Corporate Communications

Sep 1964 - May 1968

BS
University of Connecticut
Accounting

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