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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| WMS Partners | Partner, Portfolio Manager | Jan 2009 to Present | — |
| Morgan Stanley | Senior Consultant, Portfolio Manager | Jan 2003 to Jan 2009 | — |
| Deutsche Bank Alex Brown | Portfolio Manager | Jan 2000 to Jan 2003 | — |
| Institutional Portfolio Management | Portfolio Manager | Feb 1996 to Dec 1999 | — |
| Duff & Phelps | Investments | Jan 1994 to Jan 1996 | — |
| Alex Brown and Sons | Equity Analyst, Investment Committee | Jan 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
Others at HB Wealth Management, LLC (23)
| Name | Role | Location |
|---|---|---|
D David Citron | CIO | Baltimore, MD , United States |
| Principal | Atlanta, GA , United States | |
| Principal | Tampa, FL , United States | |
J Josh Rowe | Principal | Baltimore, MD , United States |
K Kerstin Wiles | Senior Associate | Suwanee, GA , United States |
| Senior Associate | Alpharetta, GA , United States | |
| Senior Trader and Associate Portfolio Manager | Towson, MD , United States | |
| Partner | Denver, CO , United States | |
| Partner | Cockeysville, MD , United States | |
| Senior Associate | Atlanta, GA , United States |
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