![Rob Varn](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 B. Varn, CFA, is a Managing Director at Lakeview Capital Partners LLC.
He is also the Chief Investment Officer and Partner of the firm.
Mr. Varn co-founded Varn Investment Counsel, Inc. with his father, Robert M.
Varn, in 1993.
Together, they focused on proprietary research of Georgia companies.
He received his undergraduate degree from Wake Forest University.
Tidigare kända positioner av Rob Varn
| Företag | Position | Slut |
|---|---|---|
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Chef för investeringar | 2021-12-02 |
Varn Investment Counsel, Inc.
 Varn Investment Counsel, Inc. Investment ManagersFinance Provides investment services | Företagsledare/Principal | 2009-12-31 |
Rob Varns utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
3
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Wake Forest University
 Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Varn Investment Counsel, Inc.
Varn Investment Counsel, Inc. Investment ManagersFinance Provides investment services | Finance |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Finance |
