Cory Robert Gebel
Portfolio Manager-Fixed Income bei Public Trust Advisors LLC
Profil
Mr. Cory R.
Gebel, CFA, is a Director of Portfolio Management at Public Trust Advisors LLC.
He is responsible for providing institutional portfolio management and investment advisory services to discretionary clients as well as communicating investment ideas and strategies.
Before joining Public Trust, he worked for Bank of the West and Trust Point, Inc. as a Senior Portfolio Manager where he was the head of fixed-income strategy within the wealth management group overseeing strategy, trading, compliance, and surveillance over client assets.
He received a Bachelor of Arts in Accounting from the University of Northern Iowa.
He is a CFA charterholder, an Investment Advisor Representative, and a member of the CFA Society of Colorado.
Aktive Positionen von Cory Robert Gebel
| Unternehmen | Position | Beginn |
|---|---|---|
Public Trust Advisors LLC
 Public Trust Advisors LLC Investment ManagersFinance Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients. | Portfolio Manager-Fixed Income | 01.03.2018 |
Ehemalige bekannte Positionen von Cory Robert Gebel
| Unternehmen | Position | Ende |
|---|---|---|
Bank of the West (San Francisco, CA Investment Management)
 Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Corporate Officer/Principal | 01.03.2018 |
Trust Point, Inc.
 Trust Point, Inc. Investment ManagersFinance Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services. | Corporate Officer/Principal | 01.01.2012 |
Ausbildung von Cory Robert Gebel
| University of Northern Iowa | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Public Trust Advisors LLC
Public Trust Advisors LLC Investment ManagersFinance Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients. | Finance |
Bank of the West (San Francisco, CA Investment Management)
Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Finance |
Trust Point, Inc.
Trust Point, Inc. Investment ManagersFinance Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services. | Finance |
