Robert F. Waltz
Directeur Général chez La Jolla Asset Management, Inc.
Profil
Mr. Robert F.
Waltz is President & Chief Investment Officer at La Jolla Asset Management, Inc.
Mr. Waltz co-founded La Jolla Asset Management in 1995.
He was previously a vice president of Wells Fargo Bank.
In that capacity, he worked in the areas of risk review and evaluation, as well as troubled-debt restructuring in the managed assets group.
He has served on the Board of the San Diego Chamber of Commerce’s Emergency Business Center and Head Master’s Advisory Council of The Bishop’s School.
Mr. Waltz received his bachelor’s degree in economics from Colorado State University and his Masters in Business Administration - Finance from Vanderbilt University.
Postes actifs de Robert F. Waltz
| Sociétés | Poste | Début |
|---|---|---|
La Jolla Asset Management, Inc.
 La Jolla Asset Management, Inc. Investment ManagersFinance La Jolla Asset Management, Inc. (LJAM) is an independent wealth management firm headquartered in San Diego, California. The firm was founded in 1995 by Robert Waltz and Carter House. LJAM provides investment management services to high-net worth individuals. | Directeur Général | 01/01/1995 |
Anciens postes connus de Robert F. Waltz
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | 31/12/1994 |
| WOODSBORO BANK | Président | 17/10/2016 |
Formation de Robert F. Waltz
| Colorado State University | Undergraduate Degree |
| Vanderbilt University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| WOODSBORO BANK | Finance |
| Entreprise privées | 2 |
|---|---|
La Jolla Asset Management, Inc.
La Jolla Asset Management, Inc. Investment ManagersFinance La Jolla Asset Management, Inc. (LJAM) is an independent wealth management firm headquartered in San Diego, California. The firm was founded in 1995 by Robert Waltz and Carter House. LJAM provides investment management services to high-net worth individuals. | Finance |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
