Robert Speer

Chief Financial Officer

Quick Facts

  • Serves as Chief Financial Officer of Carl Marks Advisors
  • Also serves as Financial and Operations Principal of Carl Marks Securities LLC, the firm’s broker-dealer affiliate.

Robert Speer is the Chief Financial Officer for Carl Marks Advisors and the Financial and Operations Principal for Carl Marks Securities LLC.

Prior to joining Carl Marks, Mr. Speer was a Partner at Bloom Hochberg & Co., P.C. CPA’s, a public accounting firm.

Mr. Speer earned a BS in Accounting from Duke University. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

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