Robb Parsons CFA
Robb is the Founder of Monument Investment Advisors, bringing nearly 20 years of experience in the finance industry serving high-net-worth clients. Robb’s expertise is building and managing custom multi-asset class, risk optimized portfolios. Robb served as Vice President and Sr. Investment Strategist for Wells Fargo Private Bank where he managed over $350MM in discretionary assets for nearly 12 years. Robb holds a bachelor’s degree in Management From Clemson University and holds the Chartered Financial Analyst designation.
Very active in the Grand Junction Community, Robb has served on the board of the Grand Valley Trail Alliance, Colorado Plateau Mountain Bike Trail Association (COPMOBA), and Rivers Edge West. In his free time, Robb enjoys the Western Colorado outdoor lifestyle, including biking, hiking, rafting, and skiing. Robb is committed to delivering his clients an independent, fiduciary Wealth Management approach.
A Chartered Financial Analyst (CFA) is a prestigious credential awarded by the CFA Institute to those who pass the CFA Program, a rigorous set of exams covering a broad range of finance. CFA holders are respected as investment management and financial analysis specialists who adhere to the CFA Institute's strict ethical and professional code. The CFA designation is valued in the finance and investment sector, highlighting a dedication to ethics, professionalism, and excellence.
