![Bob Fontana](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Bob Fontana
Directeur en chef des Investissements chez Investors Trust Co. (North Carolina)
Postes actifs de Bob Fontana
Sociétés | Poste | Début | Fin |
---|---|---|---|
Investors Trust Co. (North Carolina)
![]() Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Directeur en chef des Investissements | - | - |
Gestionnaire de Portefeuille-Actions | - | - |
Historique de carrière de Bob Fontana
Anciens postes connus de Bob Fontana
Sociétés | Poste | Début | Fin |
---|---|---|---|
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | 01/01/1998 | - |
Caritas Capital LLC
![]() Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Directeur en chef des Investissements | 03/05/2010 | - |
Fondateur | 31/05/2011 | - | |
Gestionnaire de Portefeuille-Actions | 03/05/2010 | - | |
President | 03/05/2010 | - | |
TCA Financial Group LLC
![]() TCA Financial Group LLC Investment ManagersFinance TCA Financial Group LLC provides financial advisory services. It offers securities, insurance, and investment related services. The company is headquartered in Charlotte, NC. | Directeur Financier/CFO | 01/01/2007 | - |
Portfolio Capital Management, Inc.
![]() Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Directeur de la Recherche - Actions | 14/04/2009 | - |
Formation de Bob Fontana
Duke University | Masters Business Admin |
Georgetown University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Director of Research - Equity | 1 |
Sectorielle
Finance | 6 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
---|---|
Portfolio Capital Management, Inc.
![]() Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Finance |
TCA Financial Group LLC
![]() TCA Financial Group LLC Investment ManagersFinance TCA Financial Group LLC provides financial advisory services. It offers securities, insurance, and investment related services. The company is headquartered in Charlotte, NC. | Finance |
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Caritas Capital LLC
![]() Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Finance |
Investors Trust Co. (North Carolina)
![]() Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Finance |
- Bourse
- Insiders
- Bob Fontana
- Expérience