Profil
Ms. Ruta B.
Robinson, CFA, is an Associate Portfolio Manager at Wasmer, Schroeder & Co. LLC.
She is responsible for day to day tax exempt security selection and trade execution.
She joined Wasmer, Schroeder & Company in May 2010 as a Marketing Associate, where she was responsible for database submission, performance tracking, and portfolio statistics.
In 2012 she transitioned to the Tax Exempt Portfolio Management and Trading Team, where she was responsible for portfolio analysis and support of the team members.
She transitioned into her current position in 2016.
She is a member of the Firm’s Portfolio Management, and GIPS Committees.
Ms. Robinson earned her B.S.
in Finance from Florida Gulf Coast University.
She is a member of both the CFA Institute and the CFA society of Naples.
Anciens postes connus de Ruta Bruckute Robinson
| Sociétés | Poste | Fin |
|---|---|---|
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Analyst-Fixed Income | 01/01/2016 |
Formation de Ruta Bruckute Robinson
| Florida Gulf Coast University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |