![Rob Holub](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>)
Profil
Mr. Robert M.
Holub, CFA, is a Chief Investment Strategist at Capital Advisors Ltd. LLC.
His areas of focus are Investment Research and Management, Customized Financial Planning.
Mr. Holub funnels through the thousands of financial products in the marketplace, analyzing the information in a way that's personal for Capital Advisors' clients.
From looking at the short- and long-term data to meeting with fund managers, his insight helps the firm narrow in on the right products for client portfolios.
He received his Bachelor of Science degree in Finance from the University of Dayton.
Aktiva positioner av Rob Holub
| Företag | Position | Start |
|---|---|---|
Capital Advisors Ltd. LLC
 Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors employs a strategic and tactical approach that helps to minimize emotion and prudently manages assets to increase the probability of meeting a client’s long-term financial goals. Portfolios are tailored to their client’s specific facts, risk tolerance, and strategy preference and where appropriate integrated into CFM Horizon™, which serves as their financial road map. | Analyst-Equity | 2002-11-01 |
Rob Holubs utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
74
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
University of Dayton
 University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capital Advisors Ltd. LLC
Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors employs a strategic and tactical approach that helps to minimize emotion and prudently manages assets to increase the probability of meeting a client’s long-term financial goals. Portfolios are tailored to their client’s specific facts, risk tolerance, and strategy preference and where appropriate integrated into CFM Horizon™, which serves as their financial road map. | Finance |
