Bobby Wurster

Bobby Wurster is a Portfolio Analyst in the Investment Advisory Services Group at Legacy Advisors, based in Plymouth Meeting, PA. In this role, he is responsible for supporting portfolio implementation, rebalancing, portfolio monitoring, trading, and maintaining asset allocation strategies for client portfolios. His investment focus includes portfolio management across traditional asset classes such as equities and fixed income, and he is involved in delivering total portfolio solutions for high-net-worth clients and institutions.

Previously, Bobby served as an Associate Financial Advisor at Savant Wealth Management and gained experience as a Client Service Associate at Domani Wealth, providing him with broad expertise in client service, financial planning, and operations. These roles have contributed to his well-rounded understanding of both client-facing and technical aspects of investment advisory.

Bobby holds a Bachelor of Science in Accounting and Business/Management from Lebanon Valley College, equipping him with strong analytical and quantitative skills tailored to investment portfolio analysis. At Legacy Advisors, he contributes directly to the firm’s portfolio implementation and monitoring processes, supporting high standards in asset allocation and investment strategy execution.