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Robert Lee Thornton
Corporate Officer/Principal bij
FIRST REPUBLIC BANK
Profiel
Robert Lee Thornton is currently a Director at OpenAdvisor Technologies, Inc. and President-Private Wealth Management & EVP at First Republic Bank.
He previously worked as a Managing Director at Credit Suisse Securities (USA) LLC, Lehman Brothers, Inc., Deutsche Bank Securities, Inc., JPMorgan Private Wealth Advisors LLC, and as a Principal at Goldman Sachs & Co. LLC.
He was also the President of Trainer Wortham & Co., Inc. from 2003 to 2007.
Thornton received his undergraduate degree from Duke University in 1980 and his graduate degree from Columbia Law School in 1983.
Actieve functies van Robert Lee Thornton
| Bedrijven | Functie | Begin |
|---|---|---|
| FIRST REPUBLIC BANK | Corporate Officer/Principal | 01-01-2015 |
OpenAdvisor Technologies, Inc.
 OpenAdvisor Technologies, Inc. Packaged SoftwareTechnology Services Develops wealth and estate intelligence platform | Directeur/Bestuurslid | - |
Eerdere bekende functies van Robert Lee Thornton
| Bedrijven | Functie | Einde |
|---|---|---|
Trainer Wortham & Co., Inc.
 Trainer Wortham & Co., Inc. Investment ManagersFinance TWC believes the long-term ownership of well-managed growth companies produces superior investment results. It is their belief that a diversified portfolio of growth companies, as well as high quality bonds when appropriate, will provide above average returns over the long term. They seek industry leaders with superior management teams, solid financials and unique competitive advantages. Their diversified growth equity investment strategy employs a disciplined, growth-oriented approach utilizing bottom-up fundamental analysis. Portfolios are comprised of high quality, mid- to large-cap companies with consistent, above-average earnings growth rates and reasonable valuations. TWC seeks companies that are well-managed, financially sound industry leaders with proven track records. They believe that a diversified portfolio of traditional, accelerating and emerging growth companies will provide above-average returns over a full market cycle. TWC's fixed-income strategy involves actively managing portfolios to produce conservative risk-adjusted returns. Their focus is to purchase high quality securities with an emphasis on intermediate maturities. All changes to a portfolio are made on a gradual basis and annual portfolio turnover is low. Separate approaches are developed for taxable and tax-exempt investors. The firm's balanced growth strategy involves a customized blend of their diversified growth equity strategy with their total return fixed-income strategy. These customized portfolios are designed to benefit from market advances while providing protection during market declines and corrections. In addition, the portfolio maintains a predictable flow of current income. | President | 31-05-2007 |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31-05-2006 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Opleiding van Robert Lee Thornton
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
88
Eerstegraads connecties
10
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 10 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance TWC believes the long-term ownership of well-managed growth companies produces superior investment results. It is their belief that a diversified portfolio of growth companies, as well as high quality bonds when appropriate, will provide above average returns over the long term. They seek industry leaders with superior management teams, solid financials and unique competitive advantages. Their diversified growth equity investment strategy employs a disciplined, growth-oriented approach utilizing bottom-up fundamental analysis. Portfolios are comprised of high quality, mid- to large-cap companies with consistent, above-average earnings growth rates and reasonable valuations. TWC seeks companies that are well-managed, financially sound industry leaders with proven track records. They believe that a diversified portfolio of traditional, accelerating and emerging growth companies will provide above-average returns over a full market cycle. TWC's fixed-income strategy involves actively managing portfolios to produce conservative risk-adjusted returns. Their focus is to purchase high quality securities with an emphasis on intermediate maturities. All changes to a portfolio are made on a gradual basis and annual portfolio turnover is low. Separate approaches are developed for taxable and tax-exempt investors. The firm's balanced growth strategy involves a customized blend of their diversified growth equity strategy with their total return fixed-income strategy. These customized portfolios are designed to benefit from market advances while providing protection during market declines and corrections. In addition, the portfolio maintains a predictable flow of current income. | Finance |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
First Republic Bank (San Francisco, California)
 First Republic Bank (San Francisco, California) Regional BanksFinance Provides state chartered commercial banking services | Finance |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Columbia Law School
 Columbia Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
OpenAdvisor Technologies, Inc.
OpenAdvisor Technologies, Inc. Packaged SoftwareTechnology Services Develops wealth and estate intelligence platform | Technology Services |
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