The Monitor Group

Robert E. "Ned" Philbeck, IV grew up in Columbia, South Carolina and attended the College of Charleston where he earned a Bachelor of Arts degree in Political Science in 1992. He began his finance career in 1992 with Palmer and Cay, a large and well-respected regional risk management firm.

During his tenure there, Ned earned the Accredited Advisor of Insurance designation, and mastered a number of key risk management concepts that are essential to his advisory processes today. Ned joined Financial Management Group in 1995. He was named Firm Investment Specialist in 2000, and in 2005 was appointed Vice President and head of the firm's Investment Management division.

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Dane Depolo is a Registered Financial Advisor who joins The Monitor Group with more than eight years of experience in the financial services industry. He works primarily with individuals and families, providing guidance in retirement planning, investment management, and risk mitigation. Dane takes a collaborative, client-first approach, partnering with clients to align financial strategies with long-term objectives. He holds the Chartered Retirement Planning Counselor^SM (CRPC^®) designation and is currently pursuing the CFP^® certification.

Dane earned a degree in Finance from the University of Portland. His professional background includes experience in private equity and venture capital at Merrill Lynch in San Francisco, CA, followed by supporting multiple advisory practices at RBC Wealth Management in Austin, TX. This experience led to his role as a financial advisor with LPL Financial before joining The Monitor Group.

Outside of work, Dane enjoys skiing, golfing, boating, watching and playing soccer (Go Everton!), and spending time outdoors with his wife, Andy, and their Pomeranian, Daisy.