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Profil
Mr. Robb P.
Carter, CFA, is Client Advisor at Freestone Capital Management LLC.
Mr. Carter jonied Freestone Capital in 2009.
He began his investment career at the Frank Russell Company in 1991 as an auditor of institutional investment portfolios, and was an investment advisor with Oppenheimer & Co. Inc from 1994 to 2009.
He was recognized in Seattle Magazine as one of the “Top in Client Satisfaction Wealth Advisors “in the Puget Sound region for 2007, 2008 and 2009.
Mr. Carter graduated from Pacific Lutheran University with a BA in Finance (with honors), and while at Frank Russell obtained the Chartered Financial Analyst designation from the Association for Investment Management and Research.
He enjoys skiing, snowmobiling, and other outdoor activities with his family.
Anciens postes connus de Robb P. Carter
| Sociétés | Poste | Fin |
|---|---|---|
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Corporate Officer/Principal | 31/12/2008 |
Frank Russell Co.
 Frank Russell Co. Investment ManagersFinance Frank Russell Co. (FRC) invests in the public equity, fixed-income and real estate markets on a global basis. They invest in the growth and value stocks of large-, mid-and small-cap companies. FRC does not generally research or recommend specific portfolio securities. Rather, they research investment managers for different classes of assets and investment styles. The firm generates research and models for managing large pools of assets. In addition, they review, evaluate and utilize similar research developed by other professional organizations and by the academic community. Much of their research focuses on the process, organization, portfolio structure and performance of investment managers, using both qualitative and quantitative methods to evaluate and select investment managers. FRC exercises investment discretion over the portion of each of their funds' assets not allocated to the investment managers. They select the individual securities for that portion of each fund's assets and for each fund's cash reserves. Cash reserves are invested in short-term investments, including appropriate money market funds. In addition to investing in such short-term investments, FRC uses a hedging strategy for the fund's cash reserves to ensure a fund is fully invested by exposing these reserves to the appropriate markets by purchasing equity or fixed-income securities and/or derivatives. | Corporate Officer/Principal | 31/12/1993 |
Freestone Capital Management LLC
 Freestone Capital Management LLC Investment ManagersFinance Freestone emphasizes long-term investments in a diversified portfolio intended to meet the advisory client’s long-term financial objectives. The firm combines their internal expertise in traditional and alternative asset categories with external expertise in domestic and global equity, domestic and global fixed income and alternative investments. Freestone believes that reducing risk is more important than short-term performance. | Analyst-Equity | 22/10/2010 |
Formation de Robb P. Carter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone emphasizes long-term investments in a diversified portfolio intended to meet the advisory client’s long-term financial objectives. The firm combines their internal expertise in traditional and alternative asset categories with external expertise in domestic and global equity, domestic and global fixed income and alternative investments. Freestone believes that reducing risk is more important than short-term performance. | Finance |
Pacific Lutheran University
 Pacific Lutheran University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Frank Russell Co.
Frank Russell Co. Investment ManagersFinance Frank Russell Co. (FRC) invests in the public equity, fixed-income and real estate markets on a global basis. They invest in the growth and value stocks of large-, mid-and small-cap companies. FRC does not generally research or recommend specific portfolio securities. Rather, they research investment managers for different classes of assets and investment styles. The firm generates research and models for managing large pools of assets. In addition, they review, evaluate and utilize similar research developed by other professional organizations and by the academic community. Much of their research focuses on the process, organization, portfolio structure and performance of investment managers, using both qualitative and quantitative methods to evaluate and select investment managers. FRC exercises investment discretion over the portion of each of their funds' assets not allocated to the investment managers. They select the individual securities for that portion of each fund's assets and for each fund's cash reserves. Cash reserves are invested in short-term investments, including appropriate money market funds. In addition to investing in such short-term investments, FRC uses a hedging strategy for the fund's cash reserves to ensure a fund is fully invested by exposing these reserves to the appropriate markets by purchasing equity or fixed-income securities and/or derivatives. | Finance |
