Robert Nachtsheim
Robert Nachtsheim is a Vice President within CFO Solutions, an outsourced finance and strategy solution for Financial Advisors. Robert assists Karpf, White & Associates with all financial aspects of running the business which allows Mark & Russell to focus on spending more time working with clients.
Robert was previously on the Corporate Strategy team at LPL Financial, focusing on long-term strategy and competitor analysis.
Prior to joining LPL Financial, he worked at JPMorgan Chase in the Wealth Management Investments CFO team and was a member of the bank’s Finance Associate Leadership Program, a CFO-development rotational program. Robert has over 15 years of experience in the financial services sector, serving as a Statistics analyst at the Federal Reserve Bank of San Francisco prior to his time at JPMorgan Chase.
He holds a B.A. degree from Carleton College and a M.B.A. from the McDonough School of Business at Georgetown University. He is also an Eagle Scout and has served his community through the United Way and various food banks.
Karpf, White & Associates
Wealth Management
Office: 475-227-0075
Fax: 203-900-8719
388 E. Main St., #24L
Branford, CT 06405
mark@karpfwhitewealth.com
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