Rob Pickels
Directeur en chef des Investissements chez W.G. Shaheen & Associates Ltd.
Profil
Mr. Robert F.
Pickels is a Partner & Chief Investment Officer at W.G.
Shaheen & Associates Ltd.
He leads a research team that shapes the firm’s investment strategy and selects investments for client portfolios.
He also works closely with a select group of clients, partnering with the firm’s financial planning team to help those clients address a broad array of financial challenges.
Mr. Pickels has over 20 years experience in equity research and portfolio management, primarily at Manning & Napier Advisors, Inc. and Bear Sterns & Company.
During his time at Manning & Napier, he built a consistent track record of investment success which enabled him to become a partner in the firm and a member of the firm’s Senior Research Group.
He graduated from Hamilton College with a BA in Economics.
Postes actifs de Rob Pickels
| Sociétés | Poste | Début |
|---|---|---|
W.G. Shaheen & Associates Ltd.
 W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities. | Directeur en chef des Investissements | - |
Anciens postes connus de Rob Pickels
| Sociétés | Poste | Fin |
|---|---|---|
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Analyst-Equity | 01/08/2017 |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Analyst-Equity | 31/07/2002 |
Georgeson & Co., Inc.
 Georgeson & Co., Inc. Investment Banks/BrokersFinance Georgeson & Co., Inc. engages in the provision of strategic shareholder services. It offers proxy solicitation, corporate governance, information agent, unclaimed property services, oddlot programs, and corporate repurchase. The company was founded by Lloyd Georgeson in 1935 and is headquartered in New York, NY. | Corporate Officer/Principal | 30/09/1996 |
Formation de Rob Pickels
| Hamilton College (New York) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Finance |
Georgeson & Co., Inc.
Georgeson & Co., Inc. Investment Banks/BrokersFinance Georgeson & Co., Inc. engages in the provision of strategic shareholder services. It offers proxy solicitation, corporate governance, information agent, unclaimed property services, oddlot programs, and corporate repurchase. The company was founded by Lloyd Georgeson in 1935 and is headquartered in New York, NY. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
W.G. Shaheen & Associates Ltd.
W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities. | Finance |
