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Robert Werner Joel
Direttore degli Investimenti presso Salvus Wealth Management LLC
Posizioni attive di Robert Werner Joel
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - |
Responsabile della Conformità | 05/06/2014 | - | |
Membro del Comitato di Investimento | 05/06/2014 | - |
Storia della carriera di Robert Werner Joel
Precedenti posizioni note di Robert Werner Joel
Società | Posizione | Inizio | Fine |
---|---|---|---|
HighTower Advisors LLC
![]() HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) 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. HighTower 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 | 01/01/2012 | - |
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 | 01/01/1996 | - |
Formazione di Robert Werner Joel
Florida State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Settori
Finance | 6 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
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 |
HighTower Advisors LLC
![]() HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) 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. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | 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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