Roberta Z. Greenspan, CFA, CFP®

Roberta Greenspan, CFA, CFP®
Division Executive, Sandy Spring Private Client Group
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Bio

Roberta leads Sandy Spring Private Client Group, a division within the bank that takes a holistic approach to meeting clients’ financial needs through trust services, private banking, wealth planning and investment management. With over 20 years of experience in financial services, Roberta has extensive industry knowledge and she has an outstanding track record in business development. Prior to joining Sandy Spring Bank, Roberta worked at Charles Schwab in Tysons Corner where she was a wealth management consultant for the Mid-Atlantic states. She also held senior positions in wealth management at large regional banks in the Greater Washington region and in Florida. Roberta received her bachelor’s degree in economics and psychology from Dickinson College and received her MBA in finance from the University of Notre Dame. Roberta holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations. She also received series 7, 63 and 24 licenses and has her Virginia life insurance license. Roberta is a native Montgomery County resident and serves on the executive committee of the Fairfax County Region, Greater Washington Boys & Girls Club and is the past chair of the Greater Washington Regional Cabinet Advisory Group for Dickinson College.