Storia della carriera di Robert Lawrence Souza
Precedenti posizioni note di Robert Lawrence Souza
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Gamble Jones Investment Counsel
 Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans. | Direttore degli Investimenti | 01/01/2010 | 01/01/2015 |
| Gestore di Portafoglio-Azioni | 01/01/2010 | 01/01/2015 | |
| Responsabile della banca privata | 01/01/2010 | 01/01/2015 | |
Western Asset Management Co. LLC
 Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Corporate Officer/Principal | 31/12/2009 | 31/12/2009 |
Formazione di Robert Lawrence Souza
| University of California, Santa Barbara | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Chief Investment Officer | 1 |
| Portfolio Manager-Equities | 1 |
| Head of Private Banking | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans. | Finance |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Finance |
