robert cregor
Robert Cregor Jr, CFA® Senior Vice President, Investments

Thoughtful, disciplined, principled and warm are adjectives that clients often use to describe Robert Cregor. Throughout his 29-year career in the wealth management profession, Robert has long realized that the sacred trust clients bestow comes with an obligation to do his very best each and every day. He is a student of the market and as evidence of his pursuit of greater proficiency, he has passed the arduous Chartered Financial Analyst® (CFA®) designation. The CFA program is a three-part exam that test the fundamentals of investment tools, valuing assets, portfolio management and wealth planning.

Robert is a native of Louisville and after graduating from Vanderbilt University, he began his career in the banking industry. He entered the Wealth Management business with a desire to help people – to be an advocate for their interests and to be instrumental in helping them achieve their lifetime goals and ambitions. Throughout his career, he has done just that. His warmth, sincerity and genuine interest in each client’s well-being has propelled him to success in this industry.

Robert became a part of RiverWealth Management Group in 2018 out of a belief that a team approach to serving clients could maximize the value added. His background in portfolio management and industry experience provides a significant contribution to the team’s collaborative evaluation and selection of investments chosen for their clients. Robert takes pride in carefully and methodically structuring portfolios to address clients’ investment needs and tolerance for risk.

Robert and his wife, Sally, have raised three children. A lover of outdoor recreational sports, outside the office you are likely to find Robert shooting clays, hunting or fishing. In his next life, Robert dreams of becoming a bluegrass musician playing his mandolin.

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