![Bert Thomas Bowler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Bert Thomas Bowler
Directeur Général chez
Round Rock Advisors LLC
Profil
Mr. Bert T.
Bowler is a Private Wealth Advisor, Principal & Chief Compliance Officer at Round Rock Advisors LLC.
He has over 23 years of experience as a financial advisor.
Mr. Bowler started his professional career in financial planning with Ameriprise Financial Services, Inc. where he won several industry awards (e.g., FIVE STAR Wealth Manager).
In 1994, he founded the firm which later became Round Rock Advisors, LLC.
He is a Certifies Financial Planner practitioner.
He holds a Bachelor of Arts in Economics, from Kenyon University.
Postes actifs de Bert Thomas Bowler
| Sociétés | Poste | Début |
|---|---|---|
Round Rock Advisors LLC
 Round Rock Advisors LLC Investment ManagersFinance Round Rock Advisors construct its portfolios using diversified mutual funds and/or exchange-traded funds (ETFs), to achieve the client’s investment goals. The firm primarily employs fundamental analysis in developing investment strategies. Their investment approach is primarily long-term focused, but they may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Directeur Général | 01/04/2017 |
Formation de Bert Thomas Bowler
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
45
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Kenyon College
 Kenyon College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Round Rock Advisors LLC
Round Rock Advisors LLC Investment ManagersFinance Round Rock Advisors construct its portfolios using diversified mutual funds and/or exchange-traded funds (ETFs), to achieve the client’s investment goals. The firm primarily employs fundamental analysis in developing investment strategies. Their investment approach is primarily long-term focused, but they may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Finance |
