Rob Weller
Director of Investments presso Sterling Capital Management LLC
Profilo
Mr. Robert O.
Weller, CFA, is an Executive Director, Co-Head of Factor Investing, Behavioral Finance & Portfolio Manager at Sterling Capital Management LLC.
He has investment experience since 1996.
He is a portfolio manager and is co-head of the Factor Investing Team.
Prior to joining Sterling Capital Management in 2012, Mr. Weller was one of the founding members of the U.S.
based Large Cap, Mid Cap and Multi Cap Behavioral Finance strategies in 2003 at J.P.
Morgan Investment Management.
He was responsible for the initial research on and implementation of the strategies.
His day-to-day duties included portfolio management as well as ongoing behavioral, quantitative and qualitative research.
He joined J.P.
Morgan in 1997.
He started his career at Legg Mason Wood Walker in 1996.
He received his B.B.A.
in Finance from Loyola University Maryland.
He holds the Chartered Financial Analyst designation.
Posizioni attive di Rob Weller
| Società | Posizione | Inizio |
|---|---|---|
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (SCM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970. They were acquired in 2024 by Guardian Capital LLC, which is ultimately owned by Guardian Capital Group Ltd. (TSX: GCG) in Canada. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses. | Director of Investments | 01/01/2012 |
Precedenti posizioni note di Rob Weller
| Società | Posizione | Fine |
|---|---|---|
| Legg Mason Wood Walker, Inc. | Corporate Officer/Principal | 31/12/1996 |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Gestore di Portafoglio-Azioni | 31/12/2011 |
Formazione di Rob Weller
| Loyola University Maryland, Inc. | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (SCM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970. They were acquired in 2024 by Guardian Capital LLC, which is ultimately owned by Guardian Capital Group Ltd. (TSX: GCG) in Canada. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses. | Finance |
| Legg Mason Wood Walker, Inc. | Finance |
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