Robert S. Schmauk Jr.

Robert is a recent Cum Laude graduate from the Pennsylvania State University with a Bachelor’s degree in Finance and a Minor in Economics. Previously Robert has completed internships with Great Valley Advisor Group and Doylestown Wealth Management before joining Valor Asset Management in June of 2019.

As a research analyst for Valor, Robert contributes to the Firm’s investment management decisions through data analysis and performance monitoring.

Robert lives in Furlong, Pennsylvania. In his spare time Robert enjoys playing tennis, running 5K’s and half marathons, and spending time with friends and family.

Licenses

Series 66 – Held through Great Valley Advisor Group

Series 7 – Held through LPL Financial

Education

B.S. Finance (Cum Laude), Pennsylvania State University

Contact Info