Profil
Robert J.
Willemse worked as a Principal at CoreStates Bank, NA and ABN AMRO Asset Management USA LLC.
He was a Senior Portfolio Manager at Ziegler Lotsoff Capital Management IL LLC from 2001 to 2013 and held a Principal position at ABN AMRO North America, Inc. He also worked as a Research Analyst at the Federal Reserve Bank of Richmond and as a Senior Portfolio Manager at Ziegler Capital Management LLC.
Willemse received a graduate degree from Drexel University and undergraduate and graduate degrees from the University of Tilburg.
Anciens postes connus de Robert J. Willemse
| Sociétés | Poste | Fin |
|---|---|---|
ABN AMRO Asset Management USA LLC
ABN AMRO Asset Management USA LLC Regional BanksFinance As an active manager, ABN AMRO Asset Management seeks consistent performance within a well-monitored risk environment. Equity investments are biased toward quality growth companies that are expected to outperform over the long term. They favor companies that are dominant in their industries and represent quality among their peers. AAM blends company and sector views with macroeconomic analysis. Their fixed-income investment process takes financial, economic, valuation and sentiment factors into account as well as the macroeconomic climate, shifts in capital flows and trends in the market. This approach is based upon a fundamental approach to duration, yield curve and spread analysis. Portfolio management teams make the final investment decisions based primarily upon internal analyst recommendations. Research is bottom-up and fundamental with quantitative systems and screens used to support and confirm analyst ratings. | Corporate Officer/Principal | - |
ABN AMRO North America, Inc.
ABN AMRO North America, Inc. Investment ManagersFinance Operates as a holding company | Corporate Officer/Principal | - |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Analyst-Fixed Income | - |
CoreStates Bank, NA (Philadelphia, Pennsylvania)
CoreStates Bank, NA (Philadelphia, Pennsylvania) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Federal Reserve Bank of Richmond
Federal Reserve Bank of Richmond General GovernmentGovernment Federal reserve bank | Corporate Officer/Principal | - |
Formation de Robert J. Willemse
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
CoreStates Bank, NA (Philadelphia, Pennsylvania)
CoreStates Bank, NA (Philadelphia, Pennsylvania) Major BanksFinance Nationally chartered commercial bank | Finance |
ABN AMRO Asset Management USA LLC
ABN AMRO Asset Management USA LLC Regional BanksFinance As an active manager, ABN AMRO Asset Management seeks consistent performance within a well-monitored risk environment. Equity investments are biased toward quality growth companies that are expected to outperform over the long term. They favor companies that are dominant in their industries and represent quality among their peers. AAM blends company and sector views with macroeconomic analysis. Their fixed-income investment process takes financial, economic, valuation and sentiment factors into account as well as the macroeconomic climate, shifts in capital flows and trends in the market. This approach is based upon a fundamental approach to duration, yield curve and spread analysis. Portfolio management teams make the final investment decisions based primarily upon internal analyst recommendations. Research is bottom-up and fundamental with quantitative systems and screens used to support and confirm analyst ratings. | Finance |
Ziegler Lotsoff Capital Management IL LLC
Ziegler Lotsoff Capital Management IL LLC Investment ManagersFinance Ziegler Lotsoff Capital Management IL's (ZLCM) offers equity and fixed-income investment strategies. The firm's equity strategies include: Large-Cap Core Select, Large Cap Value Dividend, Disciplined Equity Mid Cap Core and Small Cap Core Select. The firm's Large-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the S&P 500 Index. ZLCM's Large-Cap Value Dividend Select is an actively-managed equity strategy that seeks to provide above-average dividend yields and diversification across major sectors of the benchmark. It is benchmarked against the Russell 1000 Value Index. The firm's Disciplined Equity Strategy is an actively-managed equity strategy that focuses on bottom-up stock selection and incorporates a call option overwriting program. The strategy is benchmarked against the S&P 500 Index. ZLCM employs the writing of covered call options is to implement sell targets, reduce risk and enhance returns on individual securities and indices. They focus on nearby months, typically out-of-the money and approximating the fundamental base price target. Covered call options may be written on 0% to 100% of a position, but they typically range from 20% to 30% of shares held. ZLCM's Mid-Cap Core is an actively-managed equity strategy that employs a bottom-up, sector neutral, fully-invested approach. The strategy is benchmarked against the S&P 400 Index. The firm's Small-Cap Core Select is an actively-managed equity strategy that applies a quantitative approach to identify neglected, attractive stocks. The strategy is benchmarked against the Russell 2000 Index. Though not limited by sector, ZLCM tends to invest in the stocks of companies in the technology services, electronic technology and healthcare technology sectors. The firm invests globally, across all market-cap, with emphasis on the stocks of large-cap companies. ZLCM maintains a very high turnover rate. ZLCM's fixed-income strategies include: Enhanced Cash, Core Fixed-Income, Short-Term Fixed Composite and Intermediate Fixed Composite. The firm's Enhanced Cash strategy is a high quality fixed-income investment strategy designed to exploit opportunities in the short end of the yield curve. It is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. The strategy employs various types of derivative instruments including financial futures, forwards, and exchange-traded and over-the-counter options. ZLCM's Core Fixed-Income is an actively managed fixed-income strategy that employs a top-down, macroeconomic business cycle approach, utilizes a leading indicator model and emphasizes fundamental security analysis. The strategy is benchmarked against the Barclays Capital US Aggregate Index. It employs various types of derivative instruments including exchange traded financial futures, forwards and exchange traded and over-the-counter options The firm's Short-Term Fixed Composite contains fully-discretionary accounts comprised of relatively short-term fixed-income securities with maturities or average lives generally not exceeding 5 years and portfolio duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy may employ repurchase agreements to add yield to the portfolio. The strategy is benchmarked against the Merrill Lynch 1-3 Year Treasury Index. ZLCM's Intermediate Fixed Composite includes accounts comprised of intermediate-term fixed-income securities with maturities or average lives generally not exceeding 10 years and a duration ranging within approximately +/- 10% of the duration of the benchmark. The strategy benchmarked against the Barclays Intermediate Government/Credit Index. Though not limited by sector, ZLCM tends to invest in the stocks of US companies in the electronic technology, technology services, healthcare services and finance sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies. ZCM maintains a very high turnover rate. | Finance |
ABN AMRO North America, Inc.
ABN AMRO North America, Inc. Investment ManagersFinance Operates as a holding company | Finance |
Drexel University
Drexel University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Tilburg
University of Tilburg Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Federal Reserve Bank of Richmond
Federal Reserve Bank of Richmond General GovernmentGovernment Federal reserve bank | Government |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Finance |
















