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Profil
Robert Richard Lapointe formerly worked at Clarica US, Inc., as Director of Wealth Management, Jacobus Wealth Management, Inc., as Managing Director & Chief Compliance Officer from 2010 to 2017, Curi RMB Capital LLC, as Wealth Advisor from 2017 to 2020, and Midland Doherty Ltd., as Vice President.
Mr. Lapointe received his undergraduate degree in 1974 from the University of Manitoba.
Anciens postes connus de Bob Lapointe
| Sociétés | Poste | Fin |
|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Gestionnaire de Portefeuille-Actions | 01/10/2020 |
Jacobus Wealth Management, Inc.
 Jacobus Wealth Management, Inc. Investment ManagersFinance Jacobus Wealth Management utilizes an asset allocation strategy to select equities, fixed-income, ETFs and other alternative investments for their clients' portfolios. With regard to equities, Jacobus offers a variety of investment styles including growth, value, blend, balanced, international or global. The firm's strategies include low turnover, bottom-up, top-down, active, passive ETFs and long/short strategies. They invest across all market-caps. The firm offers investments in a variety of ETFs based on a several strategies including domestic, international, value, growth, large-cap, small-cap, whole sectors or specific industries. For fixed-income investments, Jacobus considers quality, sector, credit, liquidity and duration. Securities may include municipal bonds, treasury bonds, inflation-protected bonds, corporate bonds, international bonds and MLPs. Jacobus also offers a variety of alternative investments including real estate, energy, private equity and debt capital, venture capital, hedge funds and commodities. The firm also assists clients with strategies related to concentrated stock positions and employee stock options. This may include covered call writing, protective put options, cashless collars, subsidized collars, monetized collars, diversification plans and option exercise planning. | Compliance Officer | 30/11/2017 |
Midland Doherty Ltd. | Corporate Officer/Principal | - |
Clarica US, Inc.
 Clarica US, Inc. Multi-Line InsuranceFinance Underwrites life and health insurance, reinsurance, and pension schemes | Corporate Officer/Principal | - |
Formation de Bob Lapointe
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Finance |
Clarica US, Inc.
Clarica US, Inc. Multi-Line InsuranceFinance Underwrites life and health insurance, reinsurance, and pension schemes | Finance |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Jacobus Wealth Management utilizes an asset allocation strategy to select equities, fixed-income, ETFs and other alternative investments for their clients' portfolios. With regard to equities, Jacobus offers a variety of investment styles including growth, value, blend, balanced, international or global. The firm's strategies include low turnover, bottom-up, top-down, active, passive ETFs and long/short strategies. They invest across all market-caps. The firm offers investments in a variety of ETFs based on a several strategies including domestic, international, value, growth, large-cap, small-cap, whole sectors or specific industries. For fixed-income investments, Jacobus considers quality, sector, credit, liquidity and duration. Securities may include municipal bonds, treasury bonds, inflation-protected bonds, corporate bonds, international bonds and MLPs. Jacobus also offers a variety of alternative investments including real estate, energy, private equity and debt capital, venture capital, hedge funds and commodities. The firm also assists clients with strategies related to concentrated stock positions and employee stock options. This may include covered call writing, protective put options, cashless collars, subsidized collars, monetized collars, diversification plans and option exercise planning. | Finance |
University of Manitoba
 University of Manitoba Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Midland Doherty Ltd. |
