Profil
Mr. Robert R.
Thomas is President & Chief Executive Officer at Vantage Investment Advisors LLC.
In this position, he provides strategic oversight to the company and its structure.
Prior to founding Vantage Investment Advisors in 2000, Mr. Thomas worked with ARIS Corporation of America, for eight years, where he served as a Senior Vice President and Director of Investment Services.
In addition, he has held positions with U.S.
Trust Co. and State Street Bank.
He belongs to numerous investment and financial planning societies and is a frequent lecturer on topics such as Modern Portfolio Theory, portfolio management strategies, and fee-based asset management.
In addition, he has been published in various financial periodicals, including Financial Planning and the Journal of Accountancy.
Mr. Thomas has a bachelor’s degree and a Master of Business Administration degree from the Pennsylvania State University.
He holds the designation of Chartered Financial Analyst, Certified Mutual Fund Specialist, and Accredited Investment Management Consultant.
Anciens postes connus de Rob Thomas
| Sociétés | Poste | Fin |
|---|---|---|
Mariner Wealth Advisors /Old/
 Mariner Wealth Advisors /Old/ Investment ManagersFinance Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans. | Directeur Général | 11/10/2018 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Aris Corp.
 Aris Corp. Information Technology ServicesTechnology Services Aris Corp. provided eBusiness consulting services, integrated strategy and technology solutions like database management, enterprise resource planning, custom applications development and packaged applications implementation. The company was founded in 1990 and was headquartered in Bellevue, WA. | Corporate Officer/Principal | - |
Nittany Financial Corp.
 Nittany Financial Corp. Financial ConglomeratesFinance Nittany Financial Corp. operates as a bank holding company. The company mainly makes real estate loans, with one to four family mortgages that account for two-thirds of its loan portfolio. It is a parent company for Nittany Bank, which is a federally chartered financial institution that has five branches in and around State College. The company also owns money managers of Nittany Asset Management and Vantage Investment Advisors. The company is headquartered in State College, PA | Directeur/Membre du Conseil | - |
Formation de Rob Thomas
| The Pennsylvania State University | 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 |
|---|---|
Mariner Wealth Advisors /Old/
Mariner Wealth Advisors /Old/ Investment ManagersFinance Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans. | Finance |
Nittany Financial Corp.
Nittany Financial Corp. Financial ConglomeratesFinance Nittany Financial Corp. operates as a bank holding company. The company mainly makes real estate loans, with one to four family mortgages that account for two-thirds of its loan portfolio. It is a parent company for Nittany Bank, which is a federally chartered financial institution that has five branches in and around State College. The company also owns money managers of Nittany Asset Management and Vantage Investment Advisors. The company is headquartered in State College, PA | Finance |
Aris Corp.
Aris Corp. Information Technology ServicesTechnology Services Aris Corp. provided eBusiness consulting services, integrated strategy and technology solutions like database management, enterprise resource planning, custom applications development and packaged applications implementation. The company was founded in 1990 and was headquartered in Bellevue, WA. | Technology Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
