Robert Allen Wolf
Chief Investment Officer bei Stonebridge Advisors LLC
Profil
Mr. Robert A.
Wolf is an Executive Vice President & Chief Investment Officer at Stonebridge Advisors LLC.
He is a senior leader of the investment committee and oversees investment policies and strategies for portfolio management activities across all fund products and separately managed accounts.
In addition, he directs the daily management of preferred securities portfolios and trading functions.
He has over 23 years of fixed-income experience in both portfolio management and credit research.
Prior to joining Stonebridge in 2006, Mr. Wolf was a high-yield fixed-income research analyst at Lehman Brothers.
In this role, his responsibilities included detailed credit analysis across multiple sectors, relative value analysis, and developing trade recommendations.
He previously worked for Lehman Brothers’ commercial mortgage-backed securities trading desk as a credit analyst.
He received his B.S.
degree in Chemistry from Villanova University and his MBA in Finance from the New York University Stern School of Business.
Aktive Positionen von Robert Allen Wolf
| Unternehmen | Position | Beginn |
|---|---|---|
Stonebridge Advisors LLC
 Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Chief Investment Officer | 01.04.2006 |
Ehemalige bekannte Positionen von Robert Allen Wolf
| Unternehmen | Position | Ende |
|---|---|---|
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Analyst-Festverzinsliche Wertpapiere | - |
Ausbildung von Robert Allen Wolf
| Villanova University | Undergraduate Degree |
| New York University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
