![Rob Holub](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 employs a strategic and tactical approach that helps to minimize emotion and prudently manages assets to increase the probability of meeting a client’s long-term financial goals. Portfolios are tailored to their client’s specific facts, risk tolerance, and strategy preference and where appropriate integrated into CFM Horizon™, which serves as their financial road map. | Analyst-Equity | 01/11/2002 |
Formazione di Rob Holub
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
45
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
University of Dayton
 University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capital Advisors Ltd. LLC
Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors employs a strategic and tactical approach that helps to minimize emotion and prudently manages assets to increase the probability of meeting a client’s long-term financial goals. Portfolios are tailored to their client’s specific facts, risk tolerance, and strategy preference and where appropriate integrated into CFM Horizon™, which serves as their financial road map. | Finance |
