![Robert Lawrence Souza](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Robert Lawrence Souza worked as a Portfolio Manager at Gamble Jones Investment Counsel from 2010 to 2015 and as an Associate at Western Asset Management Co. LLC in 2007-2009.
He received his undergraduate degree from the University of California, Santa Barbara in 2005.
Anciens postes connus de Robert Lawrence Souza
| Sociétés | Poste | Fin |
|---|---|---|
Gamble Jones Investment Counsel
 Gamble Jones Investment Counsel Investment ManagersFinance GJIC primarily employs a long-term investment strategy and uses fundamental analysis to select securities for their clients’ portfolios. Their traditional investment strategies consist of long-term purchases and short-term purchases. They also build fixed income ladders with varying lengths of maturities based on current economic and interest rate environments. For some clients, the use of mutual funds, ETFs, and REITs are appropriate. The firm primarily recommends large-cap common stocks. | Directeur en chef des Investissements | 01/01/2015 |
Western Asset Management Co. LLC
 Western Asset Management Co. LLC Investment ManagersFinance Western Asset is a global fixed-income investment manager committed to delivering long-term results through active management. The investment management team seeks to exceed benchmark returns while approximating benchmark risk or, for total return portfolios, within appropriate risk tolerances. The firm’s investment philosophy combines traditional fundamental and relative value analysis with an emphasis on diversification to dampen potential volatility. Issue selection is a bottom-up process that seeks to determine undervalued or overvalued securities. | Corporate Officer/Principal | 31/12/2009 |
Formation de Robert Lawrence Souza
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
3
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel Investment ManagersFinance GJIC primarily employs a long-term investment strategy and uses fundamental analysis to select securities for their clients’ portfolios. Their traditional investment strategies consist of long-term purchases and short-term purchases. They also build fixed income ladders with varying lengths of maturities based on current economic and interest rate environments. For some clients, the use of mutual funds, ETFs, and REITs are appropriate. The firm primarily recommends large-cap common stocks. | Finance |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset is a global fixed-income investment manager committed to delivering long-term results through active management. The investment management team seeks to exceed benchmark returns while approximating benchmark risk or, for total return portfolios, within appropriate risk tolerances. The firm’s investment philosophy combines traditional fundamental and relative value analysis with an emphasis on diversification to dampen potential volatility. Issue selection is a bottom-up process that seeks to determine undervalued or overvalued securities. | Finance |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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