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Robert J. Kea
Gestionnaire de Portefeuille-Actions chez
ERTS Wealth Advisors LLC
Profil
Mr. Robert J.
Kea, CFA MBA, is a Portfolio Manager at Roberts Financial Services LLC.
Mr. Kea retired in December 2017 from Putnam Investments after a 28-year career in portfolio management.
He was a founding member and Co-Head of Putnam’s Asset Allocation Group, which managed $12Bn in both retail and institutional assets.
Prior to Putnam, he spent 2 years at State Street Bank.
He is a CFA Charter Holder, and he earned an MBA from Bentley University and a BA in Economics from the University of Massachusetts at Amherst.
Postes actifs de Robert J. Kea
| Sociétés | Poste | Début |
|---|---|---|
ERTS Wealth Advisors LLC
 ERTS Wealth Advisors LLC Investment ManagersFinance Roberts Financial primarily employs fundamental analysis in developing investment strategies for its clients. The firm generally utilizes a long-term investment strategy, as consistent with their financial goals. They will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of clients. At times, Roberts Financial may also buy and sell positions that are more short-term in nature, depending on the goals of the client and/or the fundamentals of the security, sector or asset class. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Robert J. Kea
| Sociétés | Poste | Fin |
|---|---|---|
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Head-Equity Investments | 01/12/2017 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Corporate Officer/Principal | - |
Formation de Robert J. Kea
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Finance |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ERTS Wealth Advisors LLC
ERTS Wealth Advisors LLC Investment ManagersFinance Roberts Financial primarily employs fundamental analysis in developing investment strategies for its clients. The firm generally utilizes a long-term investment strategy, as consistent with their financial goals. They will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of clients. At times, Roberts Financial may also buy and sell positions that are more short-term in nature, depending on the goals of the client and/or the fundamentals of the security, sector or asset class. | Finance |
