Bob Whitehead
Portefeuillebeheerder-Aandelen bij HeadInvest LLC
Profiel
Mr. Robert S.
Whitehead is a Senior Vice President at HeadInvest LLC.
He joined HeadInvest as a Portfolio Manager in 2001 after many years in other aspects of financial services.
Prior to joining HeadInvest in 2001, Mr. Whitehead was previously by Merrill Lynch Investment Managers, Inc., where he held several positions including investment management, administrative management and corporate development.
Earlier he served in various capacities at a major New England commercial bank.
Mr. Whitehead is a graduate of the School of Business at the University of Connecticut.
He has completed numerous professional courses on investments and has held many security and insurance licenses.
Actieve functies van Bob Whitehead
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HeadInvest LLC
HeadInvest LLC Investment ManagersFinance HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans. | Portefeuillebeheerder-Aandelen | 01-01-2001 |
Eerdere bekende functies van Bob Whitehead
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Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Corporate Officer/Principal | 30-12-2000 |
Opleiding van Bob Whitehead
University of Connecticut | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 2 |
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Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
HeadInvest LLC
HeadInvest LLC Investment ManagersFinance HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans. | Finance |