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Carl Noble

Carl Noble

Senior Vice President of Investments at Congress Wealth Management LLC / de /

Columbia, MD , United States

About

Carl Noble, CFA, is Senior Vice President of Investments at Congress Wealth Management, LLC, based in Columbia, Maryland. In this role, he leads the investment strategy for the firm, developing and implementing portfolio solutions for high-net-worth clients and institutional investors. His expertise covers multi-asset portfolio management, incorporating equities, fixed income, and alternative investments to address sophisticated client objectives.

Prior to joining Congress Wealth Management, Carl held several senior positions over nineteen years at Pinnacle Advisory Group, including Chief Investment Officer and Senior Investment Analyst. Throughout his career, he has been recognized for his rigorous investment research, portfolio construction, and risk management capabilities, with a strong track record in asset allocation and manager due diligence across both traditional and alternative asset classes.

Carl holds a BS in Finance from the University of Maryland - Robert H. Smith School of Business and is a CFA charterholder. He is known for his strategic approach to investment management and his ability to deliver tailored solutions spanning U.S. and global markets, particularly in the high-net-worth and institutional segments.

Career History

OrganizationRoleDate RangeDetails
CW AdvisorsSenior Vice President of InvestmentsMay 2021 to Present
Pinnacle Advisory GroupChief Investment OfficerSep 2020 to May 2021
Pinnacle Advisory GroupSenior Investment AnalystJul 2001 to Sep 2020
Pinnacle Advisor SolutionsSenior Investment AnalystMar 2011 to Sep 2020

Education

University of Maryland - Robert H. Smith School of Business

BS, Finance

1997 2001

Skills & Expertise

Alternative Investments
Wealth Management
Portfolio Management
Investments
Bloomberg
Asset Management
Finance
Fixed Income
Asset Allocation
Investment Advisory
Financial Analysis
Equities
Financial Planning
Mutual Funds

Others at Congress Wealth Management LLC / de / (6)

NameRoleLocation
Conor Clark
Conor Clark
Manager of Investment ResearchRichmond, VA , United States
Deb Kriebel
Deb Kriebel
PrincipalColumbia, MD , United States
John Curtin
John Curtin
Portfolio AnalystRichmond, VA , United States
Ross Causley
Ross Causley
TraderMillersville, MD , United States
Cody Santmyer
Cody Santmyer
Client Advisor, TraderRichmond, VA , United States
Richard Milburn
Richard Milburn
Senior AnalystPhiladelphia, PA , United States

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