Robert Werner Joel
Direttore degli Investimenti presso Salvus Wealth Management LLC
Profilo
Mr. Robert W.
Joel is a Co-Founder & Chief Investment Officer at Salvus Wealth Management LLC.
He is also a member of the firm’s Management Committee and Investment Strategy Team.
He has over 25 years of experience in managing relationships for high net worth families, private foundations and institutions.
His specialties include the oversight and implementation of comprehensive wealth management services, manager due diligence and selection and the construction of tax efficient investment portfolios.
Prior to founding Salvus, Mr. Joel was a Principal at Arcus Capital Partners and Partner at HighTower Advisors, two wealth management firms that cater to high net worth clients.
Previously, he served as Vice President of Timucuan Asset Management, a single family office and value equity manager.
He received his undergraduate degree from Florida State University.
Posizioni attive di Robert Werner Joel
| Società | Posizione | Inizio |
|---|---|---|
Salvus Wealth Management LLC
 Salvus Wealth Management LLC Investment ManagersFinance Salvus Wealth Management LLC (Salvus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was co-founded by Charles T. Woolston and Robert W. Joel in 2014. Salvus provides investment advisory services to individuals, high net-worth individuals, pension & profit-sharing plans, trusts, estates, corporations or other businesses. | Direttore degli Investimenti | 05/06/2014 |
Precedenti posizioni note di Robert Werner Joel
| Società | Posizione | Fine |
|---|---|---|
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Corporate Officer/Principal | - |
AmSouth Bank of Florida
 AmSouth Bank of Florida Regional BanksFinance AmSouth Bank of Florida, a wholly owned subsidiary of AmSouth Bancorp (NYSE: ASO), is headquartered in Clearwater, Florida. | Corporate Officer/Principal | - |
Arcus Capital Partners LLC (Georgia)
 Arcus Capital Partners LLC (Georgia) Investment ManagersFinance Arcus Capital Partners LLC (Arcus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2008 by W. Ross Singletary, Steven “Steve” Edwards and Stephen “Steve” Sloan. Arcus provides investment advisory services to wealthy individuals, foundations, endowments and retirement plans. | Gestore di Portafoglio-Azioni | - |
Timucuan Asset Management, Inc.
 Timucuan Asset Management, Inc. Investment ManagersFinance Timucuan Asset Management, Inc., (Timucuan) is a privately-owned wealth management firm and SEC-registered investment advisor headquartered in Jacksonville, Florida. The firm was founded by Russell Newton III in 1988. Timucuan offers investment management services to high net-worth individuals, family offices and institutional investors. | Gestore di Portafoglio-Azioni | - |
Formazione di Robert Werner Joel
| Florida 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
| Aziende private | 5 |
|---|---|
Timucuan Asset Management, Inc.
Timucuan Asset Management, Inc. Investment ManagersFinance Timucuan Asset Management, Inc., (Timucuan) is a privately-owned wealth management firm and SEC-registered investment advisor headquartered in Jacksonville, Florida. The firm was founded by Russell Newton III in 1988. Timucuan offers investment management services to high net-worth individuals, family offices and institutional investors. | Finance |
AmSouth Bank of Florida
AmSouth Bank of Florida Regional BanksFinance AmSouth Bank of Florida, a wholly owned subsidiary of AmSouth Bancorp (NYSE: ASO), is headquartered in Clearwater, Florida. | Finance |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Arcus Capital Partners LLC (Georgia)
Arcus Capital Partners LLC (Georgia) Investment ManagersFinance Arcus Capital Partners LLC (Arcus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2008 by W. Ross Singletary, Steven “Steve” Edwards and Stephen “Steve” Sloan. Arcus provides investment advisory services to wealthy individuals, foundations, endowments and retirement plans. | Finance |
Salvus Wealth Management LLC
Salvus Wealth Management LLC Investment ManagersFinance Salvus Wealth Management LLC (Salvus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was co-founded by Charles T. Woolston and Robert W. Joel in 2014. Salvus provides investment advisory services to individuals, high net-worth individuals, pension & profit-sharing plans, trusts, estates, corporations or other businesses. | Finance |
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