Profil
Mr. Robert L.
Webb, CFA MBA, is a Managing Director at Oxford Financial Group Ltd.
In his role, his responsibilities include investment research with a focus on private market funds, including manager sourcing, due diligence, portfolio construction and investment recommendations.
Prior to joining Oxford, he spent over 17 years as an investment professional with State Farm Insurance.
He worked in the Fixed Income department before co-founding State Farm’s private equity investment program in 2011.
Prior to business school, he began his career as a Research Analyst at the Federal Reserve Bank of St. Louis.
He graduated with a Bachelor of Business in Economics from Western Illinois University.
He received his MBA from Indiana University Kelley School of Business.
Postes actifs de Rob Webb
| Sociétés | Poste | Début |
|---|---|---|
Oxford Financial Group Ltd.
 Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Analyst-Equity | 01/02/2021 |
Formation de Rob Webb
| Indiana University | Masters Business Admin |
| Western Illinois University | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Oxford Financial Group Ltd.
Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Finance |
