Profiel
Mr. Robert A.
Rikoon is a Founder at The Rikoon Group LLC.
He uses his in-depth knowledge and background in trust and estate administration to assist clients with their family’s financial affairs.
Responsible for overseeing the firm’s investment strategy and choosing securities for all portfolios, he is closely involved in the daily operations of the firm.
He knows each client personally and has developed a team of highly experienced portfolio managers whose number one priority is client service.
Prior to founding The Rikoon Group in 1987, Mr. Rikoon managed the Trust Department for First Interstate Bank in Roswell, NM and West One Bank in Coeur d’Alene, ID.
At these organizations, he was responsible for both trust and investment services.
He graduated Cum Laude from Harvard University in 1977 with a Bachelors of Arts degree and an MBA from the University of New Mexico in 1981.
Actieve functies van Rob Rikoon
| Bedrijven | Functie | Begin |
|---|---|---|
The Rikoon Group LLC
 The Rikoon Group LLC Investment ManagersFinance The Rikoon Group LLC (TRG) is a SEC-registered investment advisor and wealth management firm headquartered in Santa Fe, New Mexico. The firm was founded by Rob Rikoon in 1987 and is wholly owned by Hightower Holding LLC. TRG provides long-term financial strategies for individuals, families, retirees, business owners and charitable organizations. | Algemeen Directeur | 01-01-1987 |
Eerdere bekende functies van Rob Rikoon
| Bedrijven | Functie | Einde |
|---|---|---|
First Interstate Bancorp (California)
 First Interstate Bancorp (California) Financial ConglomeratesFinance First Interstate Bancorp operates as a bank holding company. Its subsidiary banks provide services like savings and other deposit accounts. It also provides services like investing in securities and other interest bearing assets. The company is headquartered in Los Angels, CA | Corporate Officer/Principal | - |
| NationsBank Corp. | Corporate Officer/Principal | - |
Opleiding van Rob Rikoon
| Harvard University | Undergraduate Degree |
| The University of New Mexico | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
First Interstate Bancorp (California)
First Interstate Bancorp (California) Financial ConglomeratesFinance First Interstate Bancorp operates as a bank holding company. Its subsidiary banks provide services like savings and other deposit accounts. It also provides services like investing in securities and other interest bearing assets. The company is headquartered in Los Angels, CA | Finance |
| NationsBank Corp. | Finance |
The Rikoon Group LLC
The Rikoon Group LLC Investment ManagersFinance The Rikoon Group LLC (TRG) is a SEC-registered investment advisor and wealth management firm headquartered in Santa Fe, New Mexico. The firm was founded by Rob Rikoon in 1987 and is wholly owned by Hightower Holding LLC. TRG provides long-term financial strategies for individuals, families, retirees, business owners and charitable organizations. | Finance |
