Robert F. Waltz
Amministratore Delegato presso La Jolla Asset Management, Inc.
Profilo
Mr. Robert F.
Waltz is President & Chief Investment Officer at La Jolla Asset Management, Inc.
Mr. Waltz co-founded La Jolla Asset Management in 1995.
He was previously a vice president of Wells Fargo Bank.
In that capacity, he worked in the areas of risk review and evaluation, as well as troubled-debt restructuring in the managed assets group.
He has served on the Board of the San Diego Chamber of Commerce’s Emergency Business Center and Head Master’s Advisory Council of The Bishop’s School.
Mr. Waltz received his bachelor’s degree in economics from Colorado State University and his Masters in Business Administration - Finance from Vanderbilt University.
Posizioni attive di Robert F. Waltz
Società | Posizione | Inizio |
---|---|---|
La Jolla Asset Management, Inc.
La Jolla Asset Management, Inc. Investment ManagersFinance La Jolla Asset Management, Inc. (LJAM) is an independent wealth management firm headquartered in San Diego, California. The firm was founded in 1995 by Robert Waltz and Carter House. LJAM provides investment management services to high-net worth individuals. | Amministratore Delegato | 01/01/1995 |
Precedenti posizioni note di Robert F. Waltz
Società | Posizione | Fine |
---|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | 31/12/1994 |
WOODSBORO BANK | Presidente | 17/10/2016 |
Formazione di Robert F. Waltz
Vanderbilt University | Masters Business Admin |
Colorado State 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
Società quotate in Borsa | 1 |
---|---|
WOODSBORO BANK | Finance |
Aziende private | 2 |
---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
La Jolla Asset Management, Inc.
La Jolla Asset Management, Inc. Investment ManagersFinance La Jolla Asset Management, Inc. (LJAM) is an independent wealth management firm headquartered in San Diego, California. The firm was founded in 1995 by Robert Waltz and Carter House. LJAM provides investment management services to high-net worth individuals. | Finance |
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