![Bert Thomas Bowler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Bert Thomas Bowler
Verkställande Direktör på
Round Rock Advisors LLC
Profil
Mr. Bert T.
Bowler is a Private Wealth Advisor, Principal & Chief Compliance Officer at Round Rock Advisors LLC.
He has over 23 years of experience as a financial advisor.
Mr. Bowler started his professional career in financial planning with Ameriprise Financial Services, Inc. where he won several industry awards (e.g., FIVE STAR Wealth Manager).
In 1994, he founded the firm which later became Round Rock Advisors, LLC.
He is a Certifies Financial Planner practitioner.
He holds a Bachelor of Arts in Economics, from Kenyon University.
Aktiva positioner av Bert Thomas Bowler
| Företag | Position | Start |
|---|---|---|
Round Rock Advisors LLC
 Round Rock Advisors LLC Investment ManagersFinance Round Rock Advisors construct its portfolios using diversified mutual funds and/or exchange-traded funds (ETFs), to achieve the client’s investment goals. The firm primarily employs fundamental analysis in developing investment strategies. Their investment approach is primarily long-term focused, but they may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Verkställande Direktör | 2017-04-01 |
Bert Thomas Bowlers utbildningar
Erfarenheter
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Börsnoterade företag
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Relationer
57
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
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Kopplade företag
| Privata företag | 2 |
|---|---|
Kenyon College
 Kenyon College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Round Rock Advisors LLC
Round Rock Advisors LLC Investment ManagersFinance Round Rock Advisors construct its portfolios using diversified mutual funds and/or exchange-traded funds (ETFs), to achieve the client’s investment goals. The firm primarily employs fundamental analysis in developing investment strategies. Their investment approach is primarily long-term focused, but they may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Finance |
