Bob Fontana
Chief Investment Officer bei Investors Trust Co. (North Carolina)
Aktive Positionen von Bob Fontana
Unternehmen | Position | Beginn | Ende |
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Investors Trust Co. (North Carolina)
Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Chief Investment Officer | - | - |
Portfolio Manager-Aktien | - | - |
Karriereverlauf von Bob Fontana
Ehemalige bekannte Positionen von Bob Fontana
Unternehmen | Position | Beginn | Ende |
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Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | 01.01.1998 | - |
Caritas Capital LLC
Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Chief Investment Officer | 03.05.2010 | - |
Gründer | 31.05.2011 | - | |
Portfolio Manager-Aktien | 03.05.2010 | - | |
Präsident | 03.05.2010 | - | |
TCA Financial Group LLC
TCA Financial Group LLC Investment ManagersFinance TCA Financial Group LLC provides financial advisory services. It offers securities, insurance, and investment related services. The company is headquartered in Charlotte, NC. | Finanzdirektor/CFO | 01.01.2007 | - |
Portfolio Capital Management, Inc.
Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Direktor der Forschung - Eigenkapital | 14.04.2009 | - |
Ausbildung von Bob Fontana
Duke University | Masters Business Admin |
Georgetown University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 8 |
Operativ
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Director of Research - Equity | 1 |
Sektoral
Finance | 6 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
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Portfolio Capital Management, Inc.
Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Finance |
TCA Financial Group LLC
TCA Financial Group LLC Investment ManagersFinance TCA Financial Group LLC provides financial advisory services. It offers securities, insurance, and investment related services. The company is headquartered in Charlotte, NC. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Caritas Capital LLC
Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Finance |
Investors Trust Co. (North Carolina)
Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Finance |
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