Profilo
Mr. Robert M.
Holub, CFA, is a Chief Investment Strategist at Capital Advisors Ltd.
LLC.
His areas of focus are Investment Research and Management, Customized Financial Planning.
Mr. Holub funnels through the thousands of financial products in the marketplace, analyzing the information in a way that's personal for Capital Advisors' clients.
From looking at the short- and long-term data to meeting with fund managers, his insight helps the firm narrow in on the right products for client portfolios.
He received his Bachelor of Science degree in Finance from the University of Dayton.
Posizioni attive di Rob Holub
| Società | Posizione | Inizio |
|---|---|---|
Capital Advisors Ltd. LLC
 Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners. | Analyst-Equity | 01/11/2002 |
Formazione di Rob Holub
| University of Dayton | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Capital Advisors Ltd. LLC
Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners. | Finance |
- Borsa valori
- Insiders
- Rob Holub
