Bob Walsh
Membre du Comité d'Investissement chez Oxbow Advisors LLC
Profil
Mr. Robert E.
Walsh is a Senior Portfolio Manager at Oxbow Advisors LLC.
He is also a Director of Investment Strategy and member of the firm’s investment committee.
He has over five decades of industry experience and has been in the investment business since 1965.
Mr. Walsh was previously employed as a Principal by A.G.
Becker, Inc., a Portfolio Manager by Herndon Plant Oakley Ltd., and an Advisor by Woodway Financial Advisors.
He also served on the board at Rotan Mosle, Inc.
He graduated from the University of Wisconsin with a B.B.A.
in Business Administration.
Postes actifs de Bob Walsh
| Sociétés | Poste | Début |
|---|---|---|
Oxbow Advisors LLC
 Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Membre du Comité d'Investissement | 01/02/2011 |
Anciens postes connus de Bob Walsh
| Sociétés | Poste | Fin |
|---|---|---|
Herndon Plant Oakley Ltd.
 Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Herndon Plant Oakley Ltd. (HPO) is an independent, SEC-registered investment advisor and broker-dealer firm headquartered in Corpus Christi, Texas. It was founded in 1998 by Brent Herndon, Phillip Plant and Ted Oakley. The firm’s broker-dealer activities comprise approximately 70% of their business activities with the remaining 30% estimated to be spent on investment advisor activities. HPO provides a full array of trading and execution services for their clients. | Corporate Officer/Principal | - |
| A.G. Becker, Inc. | Corporate Officer/Principal | - |
Rotan Mosle, Inc.
 Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Corporate Officer/Principal | - |
Woodway Financial Advisors
 Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Corporate Officer/Principal | - |
Formation de Bob Walsh
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Finance |
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Finance |
| A.G. Becker, Inc. | Finance |
Rotan Mosle, Inc.
Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Finance |
Herndon Plant Oakley Ltd.
Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Herndon Plant Oakley Ltd. (HPO) is an independent, SEC-registered investment advisor and broker-dealer firm headquartered in Corpus Christi, Texas. It was founded in 1998 by Brent Herndon, Phillip Plant and Ted Oakley. The firm’s broker-dealer activities comprise approximately 70% of their business activities with the remaining 30% estimated to be spent on investment advisor activities. HPO provides a full array of trading and execution services for their clients. | Finance |
