Profiel
Prior to joining Atlantic Trust, formerly Stein Roe Investment Counsel, Mr. Devlin spent twenty years with Van Strum & Towne, Investment Counsel as portfolio manager, director of research, and, during his last three years with the firm, President.
A ten year association with Dean Witter & Co. as portfolio manager, research analyst, manager of the portfolio department and as manager of research and portfolio services in the marketing department provided him with a broad training and discipline in the field of investments.
For his initial exposure to the world of finance, Mr. Devlin completed the Special A Training Program at Wells Fargo Bank preparing him for branch management and commercial loan administration where he was employed for three years.
His education spanned a number of years interrupted by his service in the U.S.
Air Force.
He attended Sacramento City College followed by a double major in History and Architecture at the University of Arizona.
While attending the University of California Berkeley Extension, he completed his studies for the Certificate in Real Estate.
Mr. Devlin brings forward forty years of experience in portfolio management skills through the many environments that have occurred in the marketplace.
Eerdere bekende functies van Robert T. Devlin
| Bedrijven | Functie | Einde |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Portefeuillebeheerder-Aandelen | 01-11-2008 |
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Portefeuillebeheerder-Aandelen | 31-12-2003 |
Van Strum & Towne, Inc.
 Van Strum & Towne, Inc. Investment ManagersFinance Van Strum & Towne, Inc. (VST) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1927, VST provides investment counsel and wealth management services to high net-worth individuals, individuals, trusts, foundations, endowments, IRAs, 401(k) plans, partnerships, and pension and profit-sharing plans. | Directeur van Onderzoek - Eigen Vermogen | 31-12-1995 |
| Dean Witter | Portefeuillebeheerder-Aandelen | - |
Opleiding van Robert T. Devlin
| University of Arizona | Graduate Degree |
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| Bedrijven in privébezit | 4 |
|---|---|
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
Van Strum & Towne, Inc.
Van Strum & Towne, Inc. Investment ManagersFinance Van Strum & Towne, Inc. (VST) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1927, VST provides investment counsel and wealth management services to high net-worth individuals, individuals, trusts, foundations, endowments, IRAs, 401(k) plans, partnerships, and pension and profit-sharing plans. | Finance |
| Dean Witter | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
