Profil
Mr. Raymond M.
Robinson, CFA, is a Principal & Portfolio Manager at Leisure Capital Management, Inc. He is on the Board of Directors at Leisure Capital Management, Inc. He oversees the firm’s equity mutual fund research and assists in the analysis of our investment portfolios.
One of the founding partners of the firm, he is also responsible for managing account activity and services for our new and existing clients.
His experience in portfolio research, portfolio analysis, and account management for high-net-worth individuals and foundations spans nearly three decades.
He earned his bachelor’s degree in finance with an emphasis in securities from California State University, Long Beach.
He received the Chartered Financial Analyst (CFA) designation in 2006 and is a member of the CFA Society of Orange County.
Postes actifs de Ray Robinson
| Sociétés | Poste | Début |
|---|---|---|
Leisure Capital Management, Inc.
 Leisure Capital Management, Inc. Investment ManagersFinance Leisure Capital Management, Inc. (LCM) is a registered wealth management firm headquartered in Costa Mesa, California. The firm was founded by Marr Leisure in 2002 and is principally owned by The Leisure Family Trust. LCM offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, individual participants of retirement plans, insurance companies, and charitable organizations. They also offer non-discretionary advisory services to individual participants of retirement plans and/or at a client’s request. | Fondateur | 01/01/2002 |
Formation de Ray Robinson
| The California State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Leisure Capital Management, Inc.
Leisure Capital Management, Inc. Investment ManagersFinance Leisure Capital Management, Inc. (LCM) is a registered wealth management firm headquartered in Costa Mesa, California. The firm was founded by Marr Leisure in 2002 and is principally owned by The Leisure Family Trust. LCM offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, individual participants of retirement plans, insurance companies, and charitable organizations. They also offer non-discretionary advisory services to individual participants of retirement plans and/or at a client’s request. | Finance |
