Rob Ballan
Directeur Général chez RB Capital Management LLC
Profil
Mr. Robert W.
Ballan is a Chief Executive Officer & Chief Investment Officer at RB Capital Management LLC.
He is responsible for overseeing all portfolio management activities and setting the vision for the company.
He specializes in using option strategies for protection as well as managed fixed income for each custom portfolio we manage.
He creates custom-tailored, diversified portfolios based on client needs and changing economic conditions.
He developed the firm’s proprietary fixed income, equity and protective portfolio strategies designed to minimize risk and enhance returns.
He received his undergraduate degree from Hofstra University.
Postes actifs de Rob Ballan
| Sociétés | Poste | Début |
|---|---|---|
RB Capital Management LLC
 RB Capital Management LLC Investment ManagersFinance RB Capital Management LLC is a registered independent wealth management firm headquartered in Reno, Nevada with additional offices in California and Connecticut. It was founded by Robert W. Ballan in 2000. The firm manages portfolios for high net-worth individuals, corporations, foundations, retirement plans and trusts. | Directeur Général | 01/08/2000 |
Anciens postes connus de Rob Ballan
| Sociétés | Poste | Fin |
|---|---|---|
| PaineWebber, Inc. | Corporate Officer/Principal | - |
Lehman Brothers Asset Management LLC
 Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Gestionnaire de Portefeuille-Actions | - |
Formation de Rob Ballan
| Hofstra University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
RB Capital Management LLC
RB Capital Management LLC Investment ManagersFinance RB Capital Management LLC is a registered independent wealth management firm headquartered in Reno, Nevada with additional offices in California and Connecticut. It was founded by Robert W. Ballan in 2000. The firm manages portfolios for high net-worth individuals, corporations, foundations, retirement plans and trusts. | Finance |
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Finance |
| PaineWebber, Inc. | Finance |
