Bob Gillooly

Directeur Général chez Elmwood Wealth Management, Inc.

Profil

Mr. Robert C.
Gillooly, CFA, is a President at Elmwood Wealth Management, Inc. He is also a wealth manager and works together with the Elmwood team to serve clients in financial planning, investment management, tax planning, and estate planning.
He co-founded Elmwood with Shannon Lemon in 2012 when they decided to create a wealth management firm that focused on the overall financial health and well-being of each client.
Prior to co-founding Elmwood, he worked for Osborne Partners Capital Management for 18 years and was their Vice President, Chief Operating Officer and a principal of the firm.
He was a voting member of the four-person investment committee responsible for choosing individual securities and setting asset allocations for over $1 billion of client funds.
He also had sole responsibility for setting strategy for their approximately $300 million bond portfolio, as well as all equity trading strategies.
He also worked in the trust department at Union Bank of California performing trading, research and operational work, and on the Chicago Mercantile Exchange yelling and flashing hand signals in both the S&P 500 futures and Yen foreign currency pits.
Mr. Gillooly received his Bachelor of Arts Degree from the University of Michigan.
He earned the Chartered Financial Analyst (CFA) designation.

Postes actifs de Bob Gillooly

Sociétés	Poste	Début
Elmwood Wealth Management, Inc.	Directeur Général	01/01/2012

Anciens postes connus de Bob Gillooly

Sociétés	Poste	Fin
CFA Society of San Francisco	Directeur/Membre du Conseil	-
Chicago Mercantile Exchange, Inc.	Corporate Officer/Principal	-
Merus Capital Management Co. LLC	Corporate Officer/Principal	-
Osborne Partners Capital Management LLC	Gestionnaire de Portefeuille-Actions	31/10/2012

Formation de Bob Gillooly

University of Michigan

Undergraduate Degree