You're signed outSign in or to get full access.
Carl Noble
Senior Vice President of Investments at Congress Wealth Management LLC / de /
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CW Advisors | Senior Vice President of Investments | May 2021 to Present | — |
| Pinnacle Advisory Group | Chief Investment Officer | Sep 2020 to May 2021 | — |
| Pinnacle Advisory Group | Senior Investment Analyst | Jul 2001 to Sep 2020 | — |
| Pinnacle Advisor Solutions | Senior Investment Analyst | Mar 2011 to Sep 2020 | — |
Education
University of Maryland - Robert H. Smith School of Business
BS, Finance
1997 — 2001
Skills & Expertise
Others at Congress Wealth Management LLC / de / (6)
| Name | Role | Location |
|---|---|---|
| Manager of Investment Research | Richmond, VA , United States | |
| Principal | Columbia, MD , United States | |
| Portfolio Analyst | Richmond, VA , United States | |
| Trader | Millersville, MD , United States | |
| Client Advisor, Trader | Richmond, VA , United States | |
| Senior Analyst | Philadelphia, PA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States | |
| Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |