Bob Voccola
Gestionnaire de Portefeuille-Actions chez Investment Partners Asset Management, Inc.
Profil
Mr. Robert J.
Voccola, CFA, is a Senior Vice President & Portfolio Manager at Investment Partners Asset Management, Inc.
He began his investment career as a securities analyst for Clark, Dodge, and Company (eventually taken over by Kidder, Peabody & Co.) Subsequent positions included Senior Vice President at Bernstein-McCaulay Inc. a division of Shearson Lehman / American Express, and Director of Research and Chief Investment Officer at Barrett Associates Inc., at that time a division of Legg, Mason Inc. Most recently prior to joining Investment Partners, he was a Managing Director and Portfolio Manager and Tradition Asset Management LLC.
He earned a Bachelor of Science in Economics from Lehigh University, and holds a Masters of Business Administration from Columbia Graduate School of Business.
He is also a Chartered Financial Analyst.
Postes actifs de Bob Voccola
| Sociétés | Poste | Début |
|---|---|---|
Investment Partners Asset Management, Inc.
 Investment Partners Asset Management, Inc. Investment ManagersFinance Investment Partners Asset Management, Inc. (IPAM) is a SEC-registered investment advisor headquartered in Metuchen, New Jersey. The firm was founded by Frank J. Abella, Jr. in 1995 and is owned by Investment Partners Group. IPAM provides discretionary or non-discretionary investment advisory services on a fee basis to individuals, business entities, trusts, estates and charitable organizations, and pension and profit-sharing plans. | Gestionnaire de Portefeuille-Actions | 01/07/2020 |
Anciens postes connus de Bob Voccola
| Sociétés | Poste | Fin |
|---|---|---|
Barrett Associates, Inc.
 Barrett Associates, Inc. Investment ManagersFinance Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team | Directeur en chef des Investissements | 31/12/2005 |
Tradition Asset Management LLC
 Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Membre du Comité d'Investissement | - |
Formation de Bob Voccola
| Lehigh University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Barrett Associates, Inc.
Barrett Associates, Inc. Investment ManagersFinance Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team | Finance |
Investment Partners Asset Management, Inc.
Investment Partners Asset Management, Inc. Investment ManagersFinance Investment Partners Asset Management, Inc. (IPAM) is a SEC-registered investment advisor headquartered in Metuchen, New Jersey. The firm was founded by Frank J. Abella, Jr. in 1995 and is owned by Investment Partners Group. IPAM provides discretionary or non-discretionary investment advisory services on a fee basis to individuals, business entities, trusts, estates and charitable organizations, and pension and profit-sharing plans. | Finance |
Tradition Asset Management LLC
Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Finance |
