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Profil
Robert Verne Bolen was the founder and had founded Bolen Asset Management, Inc. in 2006 where he held the title of President from 2006 to 2017.
He has worked as a Principal at Merrill Lynch & Co., Inc. and The Prudential Insurance Company of America, Inc. He also worked as a Securities Analyst at Equitable Securities Corp.
and as a Principal at J.
C.
Bradford & Co., Inc. in 2000.
Mr. Bolen holds an MBA degree from Indiana University which he received in 1986 and an undergraduate degree from the University of Western Kentucky which he received in 1983.
Ehemalige bekannte Positionen von Robert Verne Bolen
| Unternehmen | Position | Ende |
|---|---|---|
Bolen Asset Management, Inc.
 Bolen Asset Management, Inc. Investment ManagersFinance Envision Wealth Planning buys, sells and trades in money market funds, stocks, bonds, municipal and government securities, mutual funds, unit investment trusts, ETFs, options, REITs, and other appropriate investments. The firm utilizes a top-down, bottom-up approach to investing, seeking above-board market averages, adjusted for risk. The firm combines fundamental and technical analysis to create individualized portfolios which they manage on a tax-efficient basis. They give special attention to movements in the market and to specific size, style and sectors of the market. Regarding diversification, they avoid over diversification and favor over weighting size, style and sectors with the most potential to generate incremental returns. | Gründer | 25.07.2017 |
J. C. Bradford & Co., Inc.
 J. C. Bradford & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage and investment management services | Corporate Officer/Principal | 01.01.2000 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Equitable Securities Corp.
 Equitable Securities Corp. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance Provides insurance brokerage, retirement, investment planning and benefit administration services | Corporate Officer/Principal | - |
Ausbildung von Robert Verne Bolen
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
98
Beziehungen ersten Grades
7
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Equitable Securities Corp.
Equitable Securities Corp. Investment Banks/BrokersFinance Provides investment banking services | Finance |
J. C. Bradford & Co., Inc.
J. C. Bradford & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage and investment management services | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Western Kentucky
 University of Western Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bolen Asset Management, Inc.
Bolen Asset Management, Inc. Investment ManagersFinance Envision Wealth Planning buys, sells and trades in money market funds, stocks, bonds, municipal and government securities, mutual funds, unit investment trusts, ETFs, options, REITs, and other appropriate investments. The firm utilizes a top-down, bottom-up approach to investing, seeking above-board market averages, adjusted for risk. The firm combines fundamental and technical analysis to create individualized portfolios which they manage on a tax-efficient basis. They give special attention to movements in the market and to specific size, style and sectors of the market. Regarding diversification, they avoid over diversification and favor over weighting size, style and sectors with the most potential to generate incremental returns. | Finance |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance Provides insurance brokerage, retirement, investment planning and benefit administration services | Finance |
