Profiel
Mr. Robert G.
Pavlik is a Chief Investment Strategist, Senior Portfolio Manager & Partner at Slatestone Wealth LLC.
He is also a Member of the firm’s Investment Policy Committee.
Previously, Mr. Pavlik was the Chief Market Strategist for Boston Private Wealth and Banyan Partners.
Prior to that, he was Chief Investment Officer at Oaktree Asset Management.
Over a career spanning three decades, he has held senior positions in the investment services industry including Vice President of Trading for Matrix Capital and Vice President of Laidlaw Asset Management.
He has been a regular guest on CNBC television, Bloomberg and Dow Jones Radio, and he has been regularly quoted in The Wall Street Journal and other leading financial publications.
Mr. Pavlik earned an MBA from University of Bridgeport and a BS in Finance from Central Connecticut State University.
He is a member of the CFA Institute, the New York and Stamford Societies of Securities Analysts and the Professional Risk Managers Industry Association.
Eerdere bekende functies van Robert Glenn Pavlik
| Bedrijven | Functie | Einde |
|---|---|---|
Slatestone Wealth LLC
 Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Lid van de Investeringscommissie | 01-01-2020 |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Lid van de Investeringscommissie | 18-12-2017 |
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Portefeuillebeheerder-Aandelen | 26-11-2014 |
Oaktree Asset Management LLC
 Oaktree Asset Management LLC Investment ManagersFinance Oaktree Asset Management, Inc. (OAM) provides customized investment management services to individuals, corporate and fiduciary accounts. The firm is registered with the SEC. OAM is based in Boca Raton, Florida with an office in New York City. | Chief Investment Officer | 05-03-2009 |
Laidlaw, Adams & Peck, Inc.
 Laidlaw, Adams & Peck, Inc. Apparel/FootwearConsumer Non-Durables Laidlaw, Adams & Peck, Inc. is an American company that provides women's apparel manufacturing services. | Corporate Officer/Principal | - |
Opleiding van Robert Glenn Pavlik
| University of Bridgeport | Masters Business Admin |
| Central Connecticut State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Oaktree Asset Management LLC
Oaktree Asset Management LLC Investment ManagersFinance Oaktree Asset Management, Inc. (OAM) provides customized investment management services to individuals, corporate and fiduciary accounts. The firm is registered with the SEC. OAM is based in Boca Raton, Florida with an office in New York City. | Finance |
Borders Group, Inc.
 Borders Group, Inc. Specialty StoresRetail Trade Borders Group, Inc. owns and operates bookstores and music stores. It operates through its subsidiaries, Borders, Inc. and Walden Book Company, Inc., which operates stores selling books, music and movie superstores and mall-based bookstores. The company operates a proprietary e-commerce Web site www.borders.com. The company was founded in 1933 and is headquartered in Ann Arbor, MI. | Retail Trade |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
Laidlaw, Adams & Peck, Inc.
Laidlaw, Adams & Peck, Inc. Apparel/FootwearConsumer Non-Durables Laidlaw, Adams & Peck, Inc. is an American company that provides women's apparel manufacturing services. | Consumer Non-Durables |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Finance |
