Ann Loden Roberts
Directeur Général chez Weaver C. Barksdale & Associates, Inc.
Profil
Ms. Ann L.
Roberts is a Principal, President & Chief Executive Officer at Weaver C.
Barksdale & Associates, Inc. She is responsible for the overall leadership and management of the firm and is the Chairman of the Portfolio Review Committee.
In addition, she is involved with new business development for all the firm’s investment products as well as monitoring client relationship efforts to ensure not only client retention but also client referrals.
She has been with the firm since 2001.
Prior to joining the firm, she was at Robinson Investment Group for 8 years.
Ms. Roberts received her Bachelor of Science degree from Lipscomb University and her MBA, with a concentration in Finance, from the Owen School of Management at Vanderbilt University.
Postes actifs de Ann Loden Roberts
| Sociétés | Poste | Début |
|---|---|---|
Weaver C. Barksdale & Associates, Inc.
 Weaver C. Barksdale & Associates, Inc. Investment ManagersFinance Weaver C. Barksdale & Associates, Inc., dba Barksdale Investment Management (BIM), is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Weaver C. Barksdale in 1984. BIM provides highly customized fixed income and equity management primarily to institutional clients. | Directeur Général | 01/06/2017 |
Anciens postes connus de Ann Loden Roberts
| Sociétés | Poste | Fin |
|---|---|---|
Robinson Investment Group, Inc.
 Robinson Investment Group, Inc. Investment ManagersFinance Robinson Investment Group, Inc. (RIG) is an independent, SEC-registered investment advisor headquartered in Brentwood, Tennessee. Founded in 1996, RIG provides personalized investment management to individuals, retirement plans, and financial institutions. | Corporate Officer/Principal | - |
Formation de Ann Loden Roberts
| Lipscomb University | Undergraduate Degree |
| Vanderbilt University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Weaver C. Barksdale & Associates, Inc.
Weaver C. Barksdale & Associates, Inc. Investment ManagersFinance Weaver C. Barksdale & Associates, Inc., dba Barksdale Investment Management (BIM), is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Weaver C. Barksdale in 1984. BIM provides highly customized fixed income and equity management primarily to institutional clients. | Finance |
Robinson Investment Group, Inc.
Robinson Investment Group, Inc. Investment ManagersFinance Robinson Investment Group, Inc. (RIG) is an independent, SEC-registered investment advisor headquartered in Brentwood, Tennessee. Founded in 1996, RIG provides personalized investment management to individuals, retirement plans, and financial institutions. | Finance |
