Profilo
Mr. Robert B. Varn, CFA, is a Managing Director at Lakeview Capital Partners LLC.
He is also the Chief Investment Officer and Partner of the firm.
Mr. Varn co-founded Varn Investment Counsel, Inc. with his father, Robert M.
Varn, in 1993.
Together, they focused on proprietary research of Georgia companies.
He received his undergraduate degree from Wake Forest University.
Precedenti posizioni note di Rob Varn
| Società | Posizione | Fine |
|---|---|---|
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Direttore degli Investimenti | 02/12/2021 |
Varn Investment Counsel, Inc.
Varn Investment Counsel, Inc. Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 31/12/2009 |
Formazione di Rob Varn
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Wake Forest University
Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Varn Investment Counsel, Inc.
Varn Investment Counsel, Inc. Investment ManagersFinance Provides investment services | Finance |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Finance |
















