Profil
Mr. Kotler joined Hillman Capital Management in 2007.
Previously, he served as a Financial Advisor for a wide variety of clients at BB&T Investment Services and Morgan Stanley.
He also acted as a Consultant for various pension and retirement plans while he was with CBIZ.
He began his career at T.
Rowe Price serving 401(k) plan sponsors and plan participants.
Mr. Kotler is a graduate of St. Mary’s College and earned his BA with a triple major in Economics, Political Science, and Public Policy Analysis.
Anciens postes connus de Robert J. B. Kotler
| Sociétés | Poste | Fin |
|---|---|---|
Hillman Capital Management, Inc.
Hillman Capital Management, Inc. Investment ManagersFinance HCM is a value equity boutique investment manager that employs a proprietary portfolio management style through which they endeavor to outperform the capital markets over various economic cycles and generate positive returns for their clients. The firm will sell all shares if a company no longer possesses a sustainable competitive advantage, if the price exceeds fair value by a range of 1% to 20%, or will trim position if risk and diversification parameters are exceeded. | Sales & Marketing | 31/05/2012 |
| CBIZ, INC. | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
BB&T Investment Services, Inc.
BB&T Investment Services, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Robert J. B. Kotler
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Morgan Stanley
Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
CBIZ, Inc.
CBIZ, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial and employee benefits services | Commercial Services |
Hillman Capital Management, Inc.
Hillman Capital Management, Inc. Investment ManagersFinance HCM is a value equity boutique investment manager that employs a proprietary portfolio management style through which they endeavor to outperform the capital markets over various economic cycles and generate positive returns for their clients. The firm will sell all shares if a company no longer possesses a sustainable competitive advantage, if the price exceeds fair value by a range of 1% to 20%, or will trim position if risk and diversification parameters are exceeded. | Finance |
St. Mary's College (Indiana)
St. Mary's College (Indiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BB&T Investment Services, Inc.
BB&T Investment Services, Inc. Investment ManagersFinance Provides investment advice | Finance |
















