Profil
Mr. Robert L.
Rohn is a Co-Founding Principal at Sustainable Growth Advisers LP.
He is on the Board of Directors at Sustainable Growth Advisers LP.
He is an Analyst and Portfolio Manager on the SGA Investment Committee and also sits on SGA’s Executive Board.
Since starting the firm, he has been co-manager of SGA’s Global Growth Flagship Portfolios, from their respective composite inceptions (2000 and 2010).
He has also had oversight over SGA’s research functions involving Investment Committee, coordinating the IC scheduled meetings and company discussion topics and balancing the workload of coverage among all analysts.
Prior to co-founding SGA, he was a portfolio manager and principal with W.P Stewart & Co, Ltd., a firm noted for managing large-cap, high quality growth stock portfolios.
During his twelve-year tenure with W.P.
Stewart, he was CEO of the firm’s core U.S.
investment business and before he resigned, Chairman of the Management Committee.
From 1988 through 1991, he was a Vice President with Yeager, Wood & Marshall, Inc., where he was a member of the Investment Policy Committee with responsibilities in equity analysis and portfolio management.
He began his career in 1983 at J.P.
Morgan where he was an officer in Corporate Finance.
He holds a B.A.
(Cum Laude) from Dartmouth College and an M.B.A.
from Harvard Business School.
Postes actifs de Rob Rohn
| Sociétés | Poste | Début |
|---|---|---|
Sustainable Growth Advisers LP
 Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | Fondateur | 01/01/2003 |
Anciens postes connus de Rob Rohn
| Sociétés | Poste | Fin |
|---|---|---|
W.P. Stewart & Co (Europe) Ltd.
 W.P. Stewart & Co (Europe) Ltd. W.P. Stewart & Co (Europe) Ltd. (WPSE) is the London-based subsidiary of W.P. Stewart & Co., Ltd. (NYSE: WPL) in Bermuda. Founded in 1999, the firm performs investment research and provides investment management services. The firm's analyst/portfolio managers have created and continue to develop an investment universe of European growth companies using the same investment philosophy that has been employed for US investments. WPSE's clients are primarily high net-worth individuals and trusts, partnerships, private corporations and other entities in which high net-worth individuals have a substantial interest, including institutions. | Analyst-Equity | 31/12/2002 |
Yeager, Wood & Marshall, Inc.
 Yeager, Wood & Marshall, Inc. Investment ManagersFinance Yeager, Wood & Marshall Inc. (YWM) is an independent, registered New York City-based investment adviser. | Membre du Comité d'Investissement | 31/12/1991 |
The Maritime Aquarium
 The Maritime Aquarium Other Consumer ServicesConsumer Services The Maritime Aquarium is a non-profit organization located in Norwalk, CT. The private company has over 75 live exhibits featuring over 7,000 animals, including a variety of sea creatures such as harbor seals, jellyfish, and meerkats. The aquarium offers unlimited admission for one year with changing exhibits and seasonal events. The company also has a research vessel, "R/V Spirit of the Sound," that offers public cruises and can be transformed to host private charters. The newest member of their aquarium family is a male harbor seal pup named Sono, who was born on April 5, 2023, and is currently adjusting to life in Pinniped Cove. Visitors can purchase tickets for admission and 4D theater experiences. The aquarium is a popular destination for families with children and offers a fun and educational experience for all ages. | Président | - |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Gestionnaire de Portefeuille-Actions | - |
Formation de Rob Rohn
| Dartmouth College | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | Finance |
W.P. Stewart & Co (Europe) Ltd.
W.P. Stewart & Co (Europe) Ltd. W.P. Stewart & Co (Europe) Ltd. (WPSE) is the London-based subsidiary of W.P. Stewart & Co., Ltd. (NYSE: WPL) in Bermuda. Founded in 1999, the firm performs investment research and provides investment management services. The firm's analyst/portfolio managers have created and continue to develop an investment universe of European growth companies using the same investment philosophy that has been employed for US investments. WPSE's clients are primarily high net-worth individuals and trusts, partnerships, private corporations and other entities in which high net-worth individuals have a substantial interest, including institutions. | |
Yeager, Wood & Marshall, Inc.
Yeager, Wood & Marshall, Inc. Investment ManagersFinance Yeager, Wood & Marshall Inc. (YWM) is an independent, registered New York City-based investment adviser. | Finance |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Finance |
The Maritime Aquarium
The Maritime Aquarium Other Consumer ServicesConsumer Services The Maritime Aquarium is a non-profit organization located in Norwalk, CT. The private company has over 75 live exhibits featuring over 7,000 animals, including a variety of sea creatures such as harbor seals, jellyfish, and meerkats. The aquarium offers unlimited admission for one year with changing exhibits and seasonal events. The company also has a research vessel, "R/V Spirit of the Sound," that offers public cruises and can be transformed to host private charters. The newest member of their aquarium family is a male harbor seal pup named Sono, who was born on April 5, 2023, and is currently adjusting to life in Pinniped Cove. Visitors can purchase tickets for admission and 4D theater experiences. The aquarium is a popular destination for families with children and offers a fun and educational experience for all ages. | Consumer Services |
