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Robert A. Willis
Nessuna posizione attualmente
Profilo
Mr. Willis has twenty-five years experience in both public and private investment management positions, including roles as Quantitative Research Director and Pension Portfolio Manager for Forstmann-Leff Associates and Deputy State Investment Officer for the New Mexico Permanent Funds.
While in these two positions, he introduced new, valuation-driven investment disciplines which produced substantial out-performance of the general market averages.
Mr. Willis received his B.A.
degree from Lafayette College and his M.B.A.
from New York University's Stern School of Business.
Precedenti posizioni note di Robert A. Willis
Società | Posizione | Fine |
---|---|---|
Avalon Trust Co.
![]() Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Direttore degli Investimenti | 01/01/2006 |
AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Corporate Officer/Principal | 01/07/2004 |
Formazione di Robert A. Willis
Lafayette College | Undergraduate Degree |
New York University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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AG Asset Management LLC
![]() AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Finance |
Avalon Trust Co.
![]() Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Finance |
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