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Profil
Mr. Robert F.
Kern is Vice President & Portfolio Manager at Davidson Investment Advisors, Inc.
Prior to joining Davidson Investment Advisors in April 2013, Mr. Kern was previously employed as Senior Credit Analyst by Russell Investment Management Co. and a Portfolio Manager by SAFECO Asset Management and Washington Mutual, Inc. He also served on the board at Sirach Capital Management, Inc.
He received his BA in Business Administration, with a concentration in Marketing, from the University of Washington in Seattle and BA in Accounting Science from the University of Puget Sound.
Anciens postes connus de Robert Frederick Kern
| Sociétés | Poste | Fin |
|---|---|---|
Davidson Investment Advisors, Inc.
 Davidson Investment Advisors, Inc. Investment ManagersFinance DIA offers four primary investment strategies: Equity Income, Multi-Cap Equity, Intermediate Taxable Fixed Income, and SeaCap Intermediate Municipal Fixed Income. In addition, the firm offers multi-asset custom portfolio management and asset allocation services for high net worth and institutional clients. They also offer optional tax overlay services, which seek to reduce the overall tax burden of client accounts while maintaining the risk and return characteristics of our core investment strategies. | Portfolio Manager-Fixed Income | 24/04/2018 |
Sirach Capital Management, Inc.
 Sirach Capital Management, Inc. Investment ManagersFinance Sirach believes investing in companies with accelerating earnings and purchased at reasonable prices will result in portfolios that outperform their benchmarks over time. They identify companies that fulfill their philosophy using three broad investment disciplines: quantitative, technical and fundamental analysis. Starting with a proprietary company ranking system, they segment the universe of investable companies with a series of fundamentally defined quantitative data. Taking the best of this group, Sirach then applies price analysis that helps identify companies with favorable price patterns. Finally, the most attractive companies are further analyzed along key fundamental basis before they are added to the portfolio. After an issue has been acquired, they protect their clients' capital by identifying a review point for each issue. If a stock dips below its review price, Sirach evaluates its future in the portfolio. They also carefully track each issue against its earnings characteristics to be sure it retains the key elements they believe necessary for companies to outperform. If they do not, they are sold. Sirach's fixed-income management process analyzes a broad range of market and portfolio variables to maximize their clients' total return while holding the risk level to a minimum. Their fixed-income managers guide investment decisions regarding portfolio duration, maturity structure, sector weightings, issue selection and trading. The firm's trading desk provides the team with timely information on market values and short-term market anomalies. They negotiate the best buy and sell prices available in the marketplace. Sirach strives to reduce risk in client portfolios through asset diversification as well as duration and term structure management, sector rotation, credit quality and industry selection. They constantly monitor client portfolios and holdings, adjusting them to current market conditions in order to capture incremental total return opportunities. | Directeur de Recherche - Fxd Inc | 31/12/2004 |
SAFECO Asset Management
 SAFECO Asset Management Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Washington Mutual, Inc.
 Washington Mutual, Inc. Savings BanksFinance Provides financial services to consumers and mid sized businesses | Corporate Officer/Principal | - |
Russell Investment Management LLC
 Russell Investment Management LLC Investment ManagersFinance RIM’s portfolios are often invested using a multi-style, multi-manager open-architecture approach. The firm offers investment advice regarding equities and fixed-income securities, as well as certain derivative instruments. They may also recommend that managed account clients invest in affiliated funds, certain other pooled investment vehicles, other open- or closed-end mutual funds, separate account programs, individual securities, or other assets. | Corporate Officer/Principal | - |
Formation de Robert Frederick Kern
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Washington Mutual, Inc.
Washington Mutual, Inc. Savings BanksFinance Provides financial services to consumers and mid sized businesses | Finance |
Sirach Capital Management, Inc.
Sirach Capital Management, Inc. Investment ManagersFinance Sirach believes investing in companies with accelerating earnings and purchased at reasonable prices will result in portfolios that outperform their benchmarks over time. They identify companies that fulfill their philosophy using three broad investment disciplines: quantitative, technical and fundamental analysis. Starting with a proprietary company ranking system, they segment the universe of investable companies with a series of fundamentally defined quantitative data. Taking the best of this group, Sirach then applies price analysis that helps identify companies with favorable price patterns. Finally, the most attractive companies are further analyzed along key fundamental basis before they are added to the portfolio. After an issue has been acquired, they protect their clients' capital by identifying a review point for each issue. If a stock dips below its review price, Sirach evaluates its future in the portfolio. They also carefully track each issue against its earnings characteristics to be sure it retains the key elements they believe necessary for companies to outperform. If they do not, they are sold. Sirach's fixed-income management process analyzes a broad range of market and portfolio variables to maximize their clients' total return while holding the risk level to a minimum. Their fixed-income managers guide investment decisions regarding portfolio duration, maturity structure, sector weightings, issue selection and trading. The firm's trading desk provides the team with timely information on market values and short-term market anomalies. They negotiate the best buy and sell prices available in the marketplace. Sirach strives to reduce risk in client portfolios through asset diversification as well as duration and term structure management, sector rotation, credit quality and industry selection. They constantly monitor client portfolios and holdings, adjusting them to current market conditions in order to capture incremental total return opportunities. | Finance |
Russell Investment Management LLC
Russell Investment Management LLC Investment ManagersFinance RIM’s portfolios are often invested using a multi-style, multi-manager open-architecture approach. The firm offers investment advice regarding equities and fixed-income securities, as well as certain derivative instruments. They may also recommend that managed account clients invest in affiliated funds, certain other pooled investment vehicles, other open- or closed-end mutual funds, separate account programs, individual securities, or other assets. | Finance |
SAFECO Asset Management
SAFECO Asset Management Investment ManagersFinance Provides investment advice | Finance |
Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. Investment ManagersFinance DIA offers four primary investment strategies: Equity Income, Multi-Cap Equity, Intermediate Taxable Fixed Income, and SeaCap Intermediate Municipal Fixed Income. In addition, the firm offers multi-asset custom portfolio management and asset allocation services for high net worth and institutional clients. They also offer optional tax overlay services, which seek to reduce the overall tax burden of client accounts while maintaining the risk and return characteristics of our core investment strategies. | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Puget Sound
 University of Puget Sound Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
