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Noreen Frost

Partner, Portfolio Manager at HB Wealth Management, LLC

Towson, MD , United States

About

Noreen Frost is a Partner and Portfolio Manager at HB Wealth Management, LLC in Towson, MD, where she leads portfolio construction and investment management for a diverse clientele. Her role encompasses analyzing global markets, developing tailored investment strategies, and overseeing client asset allocations with a focus on long-term wealth preservation and growth. Frost's primary investment areas include domestic and international equities, fixed income securities, and bespoke multi-asset portfolios for high-net-worth individuals and families.

Before joining HB Wealth Management, Frost was a Partner and Portfolio Manager at WMS Partners from 2009, following senior portfolio management and consultant roles at Morgan Stanley and Deutsche Bank Alex Brown. Across these positions, she specialized in multi-asset portfolio management, client advisory, and investment solution design for complex portfolios, serving both private and institutional clients.

Frost holds an MBA in Finance from Loyola University Maryland, an M.A. from The George Washington University, and a B.A. from The Johns Hopkins University, underscoring her expertise in finance, economics, and investment strategy. She is recognized for her analytical acumen and commitment to delivering results-driven, client-focused investment solutions, particularly within the equity and fixed income sectors.

Career History

OrganizationRoleDate RangeDetails
WMS PartnersPartner, Portfolio ManagerJan 2009 to Present
Morgan StanleySenior Consultant, Portfolio ManagerJan 2003 to Jan 2009
Deutsche Bank Alex BrownPortfolio ManagerJan 2000 to Jan 2003
Institutional Portfolio ManagementPortfolio ManagerFeb 1996 to Dec 1999
Duff & PhelpsInvestmentsJan 1994 to Jan 1996
Alex Brown and SonsEquity Analyst, Investment CommitteeJan 1983 to Jan 1993

Education

Loyola University Maryland

MBA, Finance

The George Washington University

M.A.

The Johns Hopkins University

B.A.

Maryvale Preparatory School

Skills & Expertise

Fixed Income
Equities
Investments
Customer Service
Financial Analysis
Business Analysis
Financial Modeling

Others at HB Wealth Management, LLC (23)

NameRoleLocation
D
David Citron
CIOBaltimore, MD , United States
Frank Butterfield
Frank Butterfield
PrincipalAtlanta, GA , United States
John Willoughby
John Willoughby
PrincipalTampa, FL , United States
J
Josh Rowe
PrincipalBaltimore, MD , United States
K
Kerstin Wiles
Senior AssociateSuwanee, GA , United States
Milton Pullen
Milton Pullen
Senior AssociateAlpharetta, GA , United States
Sean Anderson
Sean Anderson
Senior Trader and Associate Portfolio ManagerTowson, MD , United States
Barbara Li
Barbara Li
PartnerDenver, CO , United States
Bob Killebrew
Bob Killebrew
PartnerCockeysville, MD , United States
Brian Sipple
Brian Sipple
Senior AssociateAtlanta, GA , United States
Showing 1-10 of 23 team members

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