Chris Robbins
Analist-Vaste Inkomen bij Bartlett & Co. Wealth Management LLC
Profiel
Mr. Christopher D.
Robbins, CFA MBA, is an Investment Advisor & Principal at Bartlett & Co. Wealth Management LLC.
He brings over a decade of experience to the Bartlett team, assisting individual and institutional clients with investment management strategies.
He is also a key member of Bartlett’s fixed income investment team, which is responsible for strategy decisions related to the firm’s bond-related portfolios.
Prior to joining the Bartlett team of wealth management professionals, Mr. Robbins gained experience as a personal banker for Fifth Third Bank and as an investment advisor for Waddell & Reed Inc., headquartered in Overland Park, Kansas.
He received his BA degree from the University of Cincinnati (Ohio) and an MBA from Xavier University.
He is a Chartered Financial Analyst.
Actieve functies van Chris Robbins
| Bedrijven | Functie | Begin |
|---|---|---|
Bartlett & Co. Wealth Management LLC
 Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base including high net-worth individuals & families, foundations & endowments, corporate & nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans. | Analist-Vaste Inkomen | 01-04-2018 |
Eerdere bekende functies van Chris Robbins
| Bedrijven | Functie | Einde |
|---|---|---|
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Portfolio Manager-Fixed Income | 01-04-2018 |
Opleiding van Chris Robbins
| University of Cincinnati (Ohio) | Undergraduate Degree |
| Xavier University | Masters Business Admin |
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| Bedrijven in privébezit | 2 |
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Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Finance |
Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base including high net-worth individuals & families, foundations & endowments, corporate & nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans. | Finance |