Bob Fontana
Chief Investment Officer bij Investors Trust Co. (North Carolina)
Profiel
Mr. Robert G.
Fontana, CFA MBA, is Chief Investment Officer at Investors Trust Co. (North Carolina).
He manages portfolios for existing clients, oversees the investment activities of the firm, and supports business development efforts.
Throughout his career, he has focused on serving the investment needs of individuals, institutions, and high net worth clients.
Mr. Fontana began his investment career in 1998 when he joined Interstate/Johnson Lane as an equity research analyst covering technology stocks, and he continued that role with Wachovia Securities until 2001.
From 2001 to 2006, he served as the equity research analyst for the North Carolina hedge fund firm Covenant Capital, LLC.
He has served in a variety of roles since 2006 including as chief financial officer for TCA Financial Group, LLC; president and chief investment officer for Caritas Capital, LLC; and as principal, portfolio manager, and director of research for Portfolio Capital Management, Inc.
In addition to earning his MBA from Duke University's Fuqua School of Business and his undergraduate degree from Georgetown University, he has earned the designation of Chartered Financial Analyst and holds a Series 27 securities license.
Actieve functies van Bob Fontana
Bedrijven | Functie | Begin |
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Investors Trust Co. (North Carolina)
Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Chief Investment Officer | - |
Eerdere bekende functies van Bob Fontana
Bedrijven | Functie | Einde |
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Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | - |
Caritas Capital LLC
Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Oprichter | - |
TCA Financial Group LLC
TCA Financial Group LLC Investment ManagersFinance TCA Financial Group LLC provides financial advisory services. It offers securities, insurance, and investment related services. The company is headquartered in Charlotte, NC. | Financieel Directeur/CFO | - |
Portfolio Capital Management, Inc.
Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Directeur van Onderzoek - Eigen Vermogen | - |
Opleiding van Bob Fontana
Duke University | Masters Business Admin |
Georgetown University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 5 |
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Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Portfolio Capital Management, Inc.
Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Finance |
Caritas Capital LLC
Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Finance |
Investors Trust Co. (North Carolina)
Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Finance |
TCA Financial Group LLC
TCA Financial Group LLC Investment ManagersFinance TCA Financial Group LLC provides financial advisory services. It offers securities, insurance, and investment related services. The company is headquartered in Charlotte, NC. | Finance |