Profil
Mr. Bob J.
Reed, CFA MBA, is a Executive Vice President at CoBiz Wealth Management.
He joined CoBiz Wealth in July 2010.
Previously, he was Head of Portfolio Management at Alexander Capital till the merger took place between Alexander Capital Management Group and Wagner Investment.
He began his career with the First National Bank of Denver in 1974 and ultimately became a Trust Investment Officer.
In 1981, he joined First City National Bank in Texas and became a Vice President in the Trust Department.
In 1984, he joined Alexander, Scriver & Associates, and in 1989, he became a principal of Alexander Capital Management.
Mr. Reed received a B.B.A.
Degree in Management from the University of Oklahoma and an M.B.A.
Degree in Finance from the University of Colorado.
He was awarded a Chartered Financial Analyst designation in 1981.
Anciens postes connus de Bob J. Reed
| Sociétés | Poste | Fin |
|---|---|---|
Alexander Capital Management Group LLC
 Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Head-Equity Investments | 30/06/2010 |
First City National Bank of Houston
 First City National Bank of Houston Major BanksFinance First City National Bank of Houston operates commercial banks. The private company is based in Houston, TX. | Corporate Officer/Principal | - |
First National Bank (Waupaca, Wisconsin)
 First National Bank (Waupaca, Wisconsin) Major BanksFinance First National Bank is a nationally chartered commercial bank. The company is based in Waupaca, WI. | Corporate Officer/Principal | - |
CoBiz Wealth LLC
 CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations. | Head-Equity Investments | 03/11/2010 |
Formation de Bob J. Reed
| University of Colorado Health Sciences Center | Masters Business Admin |
| University of Oklahoma | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Alexander Capital Management Group LLC
Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Finance |
First City National Bank of Houston
First City National Bank of Houston Major BanksFinance First City National Bank of Houston operates commercial banks. The private company is based in Houston, TX. | Finance |
First National Bank (Waupaca, Wisconsin)
First National Bank (Waupaca, Wisconsin) Major BanksFinance First National Bank is a nationally chartered commercial bank. The company is based in Waupaca, WI. | Finance |
CoBiz Wealth LLC
CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations. | Finance |
