Profil
Robert Joseph Gordon worked as a Partner & Senior Financial Advisor at Managed Account Services, Inc. from 2007 to 2021.
He earned an MBA from the University of Virginia in 1991 and an undergraduate degree from Dartmouth College in 1986.
Anciens postes connus de Rob Gordon
| Sociétés | Poste | Fin |
|---|---|---|
Managed Account Services, Inc.
Managed Account Services, Inc. Investment ManagersFinance Investor Solutions seeks first to evaluate a client’s financial situation prior to managing their investments. The firm then designs and implements an investment plan aimed at achieving a client’s financial objectives. They primarily allocate client assets among various institutional index funds and exchange-traded funds (ETFs). Investor Solutions aims to manage risk through diversification and purchases securities with the intent to hold long-term. | Gestionnaire de Portefeuille-Actions | 01/10/2021 |
Formation de Rob Gordon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Virginia
University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Managed Account Services, Inc.
Managed Account Services, Inc. Investment ManagersFinance Investor Solutions seeks first to evaluate a client’s financial situation prior to managing their investments. The firm then designs and implements an investment plan aimed at achieving a client’s financial objectives. They primarily allocate client assets among various institutional index funds and exchange-traded funds (ETFs). Investor Solutions aims to manage risk through diversification and purchases securities with the intent to hold long-term. | Finance |
















