Paul Boggs
Directeur Général chez R.P. Boggs & Co., Inc.
Profil
Mr. Robert P.
Boggs is a Chief Investment Officer at Catawba River Capital, Inc. He started R.P.
Boggs & Co. in 2000 and focuses on portfolio investment, research and analysis, Chair's firm Investment Committee and overall strategic planning.
Mr. Boggs worked in the financial services industry as a Investment Advisor with Edward Jones until November 2000.
In November 2000, he joined Raymond James Financial Services, Inc. where he served a Branch Manager/Financial Advisor until June 2006.
He obtained his B.S.
in Finance from Miami University, Ohio in 1995.
Postes actifs de Paul Boggs
| Sociétés | Poste | Début |
|---|---|---|
R.P. Boggs & Co., Inc.
 R.P. Boggs & Co., Inc. Investment ManagersFinance Catawba River Capital, Inc. (CRC) is an independent, SEC-registered investment advisor headquartered in Lake Wylie, South Carolina. The firm was founded in 2000 and formerly known as R.P. Boggs & Co., Inc. and Boggs Financial Group, Inc. CRC provides wealth management services on a discretionary and non-discretionary basis, managed by them and sub-advisers they choose, and through separate investments in equities, mutual funds, bonds, cash-equivalents, and other instruments. Their clients are high-net-worth individuals and associated trusts, estates, pension or profit-sharing plans, charitable organizations, and other legal entities. | Directeur Général | 01/01/2000 |
Formation de Paul Boggs
| Miami University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
R.P. Boggs & Co., Inc.
R.P. Boggs & Co., Inc. Investment ManagersFinance Catawba River Capital, Inc. (CRC) is an independent, SEC-registered investment advisor headquartered in Lake Wylie, South Carolina. The firm was founded in 2000 and formerly known as R.P. Boggs & Co., Inc. and Boggs Financial Group, Inc. CRC provides wealth management services on a discretionary and non-discretionary basis, managed by them and sub-advisers they choose, and through separate investments in equities, mutual funds, bonds, cash-equivalents, and other instruments. Their clients are high-net-worth individuals and associated trusts, estates, pension or profit-sharing plans, charitable organizations, and other legal entities. | Finance |