Profilo
Mr. Robert A.
Zellers is Senior VP & Senior Portfolio Manager at The Private Client Reserve.
He will provide clients with an integrated investment approach, offering asset allocation strategies and recommendations to help them work toward their goals of building and maintaining wealth.
Prior to joining The Private Client Reserve in July 2015, he was a portfolio manager with BMO Private Bank and its predecessor organizations (M&I Wealth Management Corp., and Harris Investment Management, Inc.) for 30 years.
He received his Bachelor of Arts in English and American Literature from Miami University and a Master’s degree in English and American Literature from the University of Michigan.
Precedenti posizioni note di Robert Atlee Zellers
| Società | Posizione | Fine |
|---|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Gestore di Portafoglio-Azioni | - |
Formazione di Robert Atlee Zellers
| University of Michigan | Graduate Degree |
| Miami University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
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- Robert Atlee Zellers
