Profil
Mr. Robert K.
Furutani is Equity Trader at Edge Asset Management, Inc. He has been in the investment industry since 1996.
He is a board member of the Seattle Security Traders Association, a Chartered Mutual Fund Counselor and an Accredited Asset Management Specialist.
Prior to joining was Edge Asset Management in December 2006, Mr. Furutani was a Securities Trader for a private trust company.
He was also employed as a Trader by WM Advisors, Inc., Securities Trader by Northwestern Trust & Investors Advisory Co., and Stock Transfer Specialist by First Interstate Bank of Commerce (Billings, Montana).
He received a bachelor’s degree in economics and international studies from the University of Washington.
Anciens postes connus de Robert K. Furutani
| Sociétés | Poste | Fin |
|---|---|---|
Edge Asset Management, Inc.
 Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Trading-Equity | 01/05/2017 |
| WM Advisors, Inc. | Corporate Officer/Principal | 30/12/2006 |
Northwestern Trust & Investors Advisory Co.
 Northwestern Trust & Investors Advisory Co. Investment ManagersFinance Part of Bank of Montreal, Northwestern Trust & Investors Advisory Co. is a company that provides financial investment advice. The company is based in Seattle, WA. Northwestern Trust & Investors Advisory was acquired by Bank of Montreal on April 01, 2002. | Corporate Officer/Principal | 31/12/1998 |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Corporate Officer/Principal | 31/12/1995 |
Formation de Robert K. Furutani
| University of Washington | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
| WM Advisors, Inc. | Finance |
Northwestern Trust & Investors Advisory Co.
Northwestern Trust & Investors Advisory Co. Investment ManagersFinance Part of Bank of Montreal, Northwestern Trust & Investors Advisory Co. is a company that provides financial investment advice. The company is based in Seattle, WA. Northwestern Trust & Investors Advisory was acquired by Bank of Montreal on April 01, 2002. | Finance |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Finance |
Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Finance |