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Profil
Mr. Robert A. Zellers is Senior VP & Senior Portfolio Manager at The Private Client Reserve.
He will provide clients with an integrated investment approach, offering asset allocation strategies and recommendations to help them work toward their goals of building and maintaining wealth.
Prior to joining The Private Client Reserve in July 2015, he was a portfolio manager with BMO Private Bank and its predecessor organizations (M&I Wealth Management Corp., and Harris Investment Management, Inc.) for 30 years.
He received his Bachelor of Arts in English and American Literature from Miami University and a Master’s degree in English and American Literature from the University of Michigan.
Anciens postes connus de Robert Atlee Zellers
| Sociétés | Poste | Fin |
|---|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Gestionnaire de Portefeuille-Actions | - |
Formation de Robert Atlee Zellers
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Finance |
