Dave Robertson
Directeur Général chez Arete Asset Management LLC
Profil
Mr. David G.
Robertson, CFA, is a Chief Executive Officer & Founder at Arete Asset Management LLC.
He has been dedicated to the investment management business for over 25 years and has analyzed stocks across a wide variety of sizes and styles.
Mr. Robertson was previously employed as a Portfolio Manager by Credo Capital Management LLC, a Senior Vice President by Investment Counselors of Maryland LLC, a Portfolio Manager & Equity Analyst by Allied Investment Advisors, an Investment Manager & Equity Analyst by Provident Capital Management, Inc., an Investment Analyst by Morgan Stanley Dean Witter Investment Management, Inc., an Investment Manager by BlackRock Advisors, Inc., an Investment Analyst by Callard, Madden & Associates, and an Analyst by Perritt Capital Management, Inc. He also served on the board at TenxSys, Inc.
He received his undergraduate degree from Grinnell College and a graduate degree from Northwestern University.
Postes actifs de Dave Robertson
| Sociétés | Poste | Début |
|---|---|---|
Arete Asset Management LLC
 Arete Asset Management LLC Investment ManagersFinance Arete Asset Management LLC (Arete) is an independent investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by David Robertson in 2008. Arete manages an asset allocation strategy for individuals and institutions through separate accounts. The firm manages the Areté All-Terrain Asset Allocation strategy that succeeds the US Equity Mid-Cap Core strategy, which provides attractive returns to investors on an absolute, real basis. | Directeur Général | 01/01/2008 |
Anciens postes connus de Dave Robertson
| Sociétés | Poste | Fin |
|---|---|---|
TenxSys, Inc.
 TenxSys, Inc. Packaged SoftwareTechnology Services TenXsys provides solution to problems or challenges through the application of technology, and in doing so, to make valuable contributions to society. The overall objective of TenXsys is to develop a profitable business applying technology to solve customer problems through product development | Directeur/Membre du Conseil | 21/04/2011 |
Credo Capital Management LLC
 Credo Capital Management LLC Investment ManagersFinance Founded in 2004 by Tedd Alexander, Credo Capital Management LLC is a registered investment advisor located in Baltimore, Maryland. The firm provides investment products and services for the institutional investor market. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
Investment Counselors of Maryland LLC
 Investment Counselors of Maryland LLC Investment ManagersFinance Investment Counselors of Maryland LLC (ICM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 1972 and is a subsidiary of William Blair Investment Management LLC, which is owned by WBC Holdings LP. ICM provides value-oriented, fundamentally based advisory services to institutional investors, collective trust funds, individuals, high net worth individuals, and a mutual fund. | Gestionnaire de Portefeuille-Actions | 31/12/2005 |
Wilmington Trust Investment Advisors, Inc.
 Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Corporate Officer/Principal | 01/05/2003 |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Corporate Officer/Principal | 31/12/1999 |
Formation de Dave Robertson
| Northwestern University | Graduate Degree |
| Grinnell College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Investment Counselors of Maryland LLC
Investment Counselors of Maryland LLC Investment ManagersFinance Investment Counselors of Maryland LLC (ICM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 1972 and is a subsidiary of William Blair Investment Management LLC, which is owned by WBC Holdings LP. ICM provides value-oriented, fundamentally based advisory services to institutional investors, collective trust funds, individuals, high net worth individuals, and a mutual fund. | Finance |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
TenxSys, Inc.
TenxSys, Inc. Packaged SoftwareTechnology Services TenXsys provides solution to problems or challenges through the application of technology, and in doing so, to make valuable contributions to society. The overall objective of TenXsys is to develop a profitable business applying technology to solve customer problems through product development | Technology Services |
Perritt Capital Management, Inc.
 Perritt Capital Management, Inc. Investment ManagersFinance Perritt Capital Management, Inc. (PCM) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Gerald W. Perritt in 1987 and is a wholly owned subsidiary of Investment Information Services, Inc. PCM provides discretionary and non-discretionary investment advisory services to individuals, institutions, trusts, and other entities that require investment advice on an ongoing basis. They also serve as an investment adviser to The Perritt Funds, Inc., which has two series: the MicroCap Opportunities Fund, and the Ultra MicroCap Fund. | Finance |
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Finance |
Credo Capital Management LLC
Credo Capital Management LLC Investment ManagersFinance Founded in 2004 by Tedd Alexander, Credo Capital Management LLC is a registered investment advisor located in Baltimore, Maryland. The firm provides investment products and services for the institutional investor market. | Finance |
Ativo Research LLC
 Ativo Research LLC Investment ManagersFinance Ativo Research was an award winning securities research firm that produced independent equity research from 1971 to 2013. Ativo Research was an industry leader in the practical application of quantitative finance theory to real-world analysis of securities. Ativo’s approach began with the principles originally developed by Merton Miller, Franco Modigliani, James Tobin and others at the University of Chicago. Ativo’s unique contribution was the empirical validation that made these theoretical principles useful in making investment decisions. The Ativo Research model is now exclusively utilized by Ativo Capital Management, a Chicago-based registered investment advisor managing equity portfolios for institutional clients. | Finance |
Provident Capital Management, Inc.
 Provident Capital Management, Inc. Investment ManagersFinance Provident Capital Management, Inc. provides investment advice. It specializes in equity, bond, commodity, currency, multi-asset, and portfolio. The company was founded by Michael Chapman in 2000 and is headquartered in Carmel, IN. | Finance |
Arete Asset Management LLC
Arete Asset Management LLC Investment ManagersFinance Arete Asset Management LLC (Arete) is an independent investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by David Robertson in 2008. Arete manages an asset allocation strategy for individuals and institutions through separate accounts. The firm manages the Areté All-Terrain Asset Allocation strategy that succeeds the US Equity Mid-Cap Core strategy, which provides attractive returns to investors on an absolute, real basis. | Finance |