Robert Bancroft

Robert J. Bancroft Wealth That Lasts, Founder, Instructor Email; bob.bancroft@WTLcourse.com

Bob is is the founder and owner of Global Wealth Management Institute. He is also the author and instructor of the Institute’s “Wealth That Lasts” classes, which are offered through UCLA Extension. Throughout his 27-year career, Bob has been an OTC Stock Trader, Financial Advisor, Branch Manager, and District Manager. Since 1989, he has focused his career on learning, adapting, and teaching the methods of institutional wealth management for affluent individuals, families, and fiduciaries.?

Bob’s knowledge of market history, ability to teach, extensive experience as an advisor, and disciplined process-driven approach to wealth management have proven to be essential assets in guiding his students through the myriad challenges of the investment markets.

Bob and his wife Amanda live in Scottsdale, Arizona, with their four children: Alec, Ani, Haley, and Jake. He enjoys hiking and biking with his dogs Rally and Crash and is involved with the Salvation Army and the Boys and Girls Clubs.

Bob holds or has completed the following finance and investment related degrees:

BA, Finance - Michigan State University, 1989?

AAMS, Accredited Asset Management Specialist−National Endowment for Financial Education

AIFA, Accredited Investment Fiduciary Auditor–Center for Fiduciary Studies, Katz Graduate School, University of Pittsburgh

Memberships:?

Certified by the Center for Fiduciary Studies at the Katz School of Business, University of Pittsburgh to conduct Investment Fiduciary Audits of Endowments, Foundations and 401(k) Plans