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Forbes Lewis Watson
Directeur Général chez
Legacy Wealth Management LLC (Mississippi)
Profil
Forbes Lewis Watson currently works at Legacy Wealth Management LLC (Mississippi), as Chief Executive Officer & Chief Compliance Officer from 2019 and RBC Funds Trust, as Vice President & Senior Portfolio Manager.
Mr. Watson also formerly worked at RBC Global Asset Management (US), Inc., as Vice President from 2002 to 2009, Trustmark Investment Advisors, Inc., as Portfolio Manager, and Glenwood Capital Investments, LLC, as Principal.
Mr. Watson received his Masters Business Admin degree from Millsaps College and undergraduate degree from the University of North Texas.
Postes actifs de Forbes Lewis Watson
| Sociétés | Poste | Début |
|---|---|---|
RBC Funds Trust | Corporate Officer/Principal | 02/12/2009 |
Legacy Wealth Management LLC (Mississippi)
 Legacy Wealth Management LLC (Mississippi) Investment ManagersFinance Provides investment advice | Directeur Général | 01/08/2019 |
Anciens postes connus de Forbes Lewis Watson
| Sociétés | Poste | Fin |
|---|---|---|
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC GAM-US employs various investment strategies through their investment mandates and based on the objectives and strategies of the clients involved. The firm’s buy, hold and sell decisions are based on each security’s expected risk/return profile, fundamentals, valuation and the ability for a considered transaction to support the portfolio in prudently attaining the client’s specific objectives. Their investment approach draws on both top-down and bottom-up inputs, resulting in an active style of management. | Gestionnaire de Portefeuille-Actions | 31/12/2009 |
Trustmark Investment Advisors, Inc.
 Trustmark Investment Advisors, Inc. Investment ManagersFinance TIAI seeks to invest assets for long-term growth of capital that is fundamentally driven by the needs and objectives of the clients. The firm utilizes a tactical asset allocation model as a risk/return management tool. Their asset allocation process consists of a monthly review of all asset classes considered within their allocation framework. With respect to equities, TIAI endeavors to create an actively managed portfolio of sound companies, purchased at sensible prices, which are performing well in the stock market. Their fixed income philosophy seek to evaluate the prevailing interest rate landscape with attention on the risk associated with credit spreads and the impact of yield curve changes. | Gestionnaire de Portefeuille-Actions | - |
Glenwood Capital Investments, LLC | Corporate Officer/Principal | - |
Formation de Forbes Lewis Watson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
65
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
RBC Funds Trust | |
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC GAM-US employs various investment strategies through their investment mandates and based on the objectives and strategies of the clients involved. The firm’s buy, hold and sell decisions are based on each security’s expected risk/return profile, fundamentals, valuation and the ability for a considered transaction to support the portfolio in prudently attaining the client’s specific objectives. Their investment approach draws on both top-down and bottom-up inputs, resulting in an active style of management. | Finance |
Trustmark Investment Advisors, Inc.
Trustmark Investment Advisors, Inc. Investment ManagersFinance TIAI seeks to invest assets for long-term growth of capital that is fundamentally driven by the needs and objectives of the clients. The firm utilizes a tactical asset allocation model as a risk/return management tool. Their asset allocation process consists of a monthly review of all asset classes considered within their allocation framework. With respect to equities, TIAI endeavors to create an actively managed portfolio of sound companies, purchased at sensible prices, which are performing well in the stock market. Their fixed income philosophy seek to evaluate the prevailing interest rate landscape with attention on the risk associated with credit spreads and the impact of yield curve changes. | Finance |
Glenwood Capital Investments, LLC | Finance |
Millsaps College
 Millsaps College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of North Texas
 University of North Texas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Legacy Wealth Management LLC (Mississippi)
Legacy Wealth Management LLC (Mississippi) Investment ManagersFinance Provides investment advice | Finance |
