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How Are Wealth Managers Different From Robo-Advisors?
With automated investment platforms gaining popularity, many investors are investigating the differences between wealth managers and robo-advisors. Robo-advisors offer algorithm-driven
Kevin Pomarnke is a Relationship Manager and works with individuals, institutions, and not-for-profit organizations in the areas of estate planning, investment management, and cash management. Prior to joining First Business Bank Private Wealth, Kevin was a Vice President and Trust Officer at M&I Trust Company. He has over 28 years of experience in the financial services industry.
Kevin is a graduate of the University of Wisconsin - Madison, where he earned his undergraduate degree in economics, and Edgewood College, where he earned his Masters of Business Administration. Kevin also holds the Certified Trust and Fiduciary Advisor designation.
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