Profilo
Mr. Robert L.
Pharr is Co-Chief Investment Officer & Portfolio Manager at WestEnd Advisors LLC.
He is also a founder of the firm.
He has over a quarter-century of experience in the investment management industry.
He is overseeing firm’s Large-Cap Core Equity strategy.
In 1988, he co-founded Eastover Capital Management, Inc., a registered equity and fixed-income investment advisory firm where he was responsible for all of the investment decisions made for clients’ portfolios, as well as directing the day-to-day operations of the firm.
In 1995, he founded Providence Capital Management, Inc., a registered investment advisory firm that is the predecessor to WestEnd Advisors.
He was the President of the firm until 2003 when Providence Capital Management changed its name to WestEnd Advisors.
He is a graduate of the University of North Carolina at Chapel Hill.
Posizioni attive di Rob Pharr
| Società | Posizione | Inizio |
|---|---|---|
WestEnd Advisors LLC
 WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Fondatore | 01/12/2004 |
Precedenti posizioni note di Rob Pharr
| Società | Posizione | Fine |
|---|---|---|
| Smith Barney Harris Upham & Co., Inc. | Corporate Officer/Principal | 01/01/1985 |
First Charlotte Financial Corp.
 First Charlotte Financial Corp. Regional BanksFinance First Charlotte Financial Corp. is a commercial banking company based in Charlotte, NC. First Charlotte Financial was acquired by Centura Banks, Inc. on January 03, 1994. | Corporate Officer/Principal | 01/01/1988 |
Eastover Investment Advisors LLC
 Eastover Investment Advisors LLC Investment ManagersFinance Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country. | Direttore degli Investimenti | 01/01/1995 |
Formazione di Rob Pharr
| The University of North Carolina at Charlotte | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
WestEnd Advisors LLC
WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Finance |
Eastover Investment Advisors LLC
Eastover Investment Advisors LLC Investment ManagersFinance Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country. | Finance |
First Charlotte Financial Corp.
First Charlotte Financial Corp. Regional BanksFinance First Charlotte Financial Corp. is a commercial banking company based in Charlotte, NC. First Charlotte Financial was acquired by Centura Banks, Inc. on January 03, 1994. | Finance |
| Smith Barney Harris Upham & Co., Inc. | Finance |
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