Bob Wray is a Senior Portfolio Manager with Cargile Investment Management. He advises clients in the areas of financial planning, investment management, tax planning, estate planning and insurance.

Bob’s experience includes many years of advising corporations regarding strategic and financial opportunities, as well as a proven track record of delivering exemplary customer service.  He brings a diverse experience set to Cargile Investment Management with prior roles including CFO, financial valuation consultant, strategy consultant, entrepreneur and practicing pharmacist.

Bob has an MBA from the Wharton School of Business at the University of Pennsylvania with dual majors in finance and healthcare administration. His undergraduate degree is a B.S. pharmacy from the University of Arizona. He is currently an Investment Advisor Representative with Cargile Investment Management and an independent licensed insurance agent.

Raised in rural Arizona, Bob relocated to West Texas in 2004. He and his family are members of First United Methodist Church of Midland, the Greathouse Elementary PTA, Girl Scouts, Boy Scouts, the Commemorative Air Force, and provide support to many local charities and civic organizations. Bob is a private pilot who works hard to benefit the Commemorative Air Force and was recognized internationally in 2011 as recipient of the President’s Spirit Award.

EDUCATION

• BS, University of Arizona
• MBA in Finance, University of Pennsylvania, Wharton School of Business

MEMBERSHIPS & AFFILIATIONS

• Member, First United Methodist Church of Midland
• Member, Commemorative Air Force

CERTIFICATIONS & DESIGNATIONS

• Investment Advisor Representative
• Texas Life & Health License