Independent Board Member, Single Family Office @ The Agnew Company (January 2021 - Present)
Member, Board of Directors @ (June 2020 - Present)
Chief Information Officer - Private Family Office @ Private Family Office (January 2019 - January 2020)
Principal and Portfolio Manager - Private Family Office @ (January 2006 - January 2019)
Advisory Board Member, George Shultz Innovation Fund @ (January 2018 - Present)
Analyst - Hedge Fund @ (January 2004 - January 2006)
Financial Analyst @ (January 2004 - January 2004)
Financial Analyst @ (January 2003 - January 2004)
Robert Hoffman Education
University of Chicago Booth School of Business
Master of Business Administration (Economics, Statistics)
London School of Economics
(International Studies, Finance)
Indiana University
Bachelor of Science (Accounting, Finance)
Carmel High School
Robert Hoffman Skills
Alternative Investments
Analysis
Analytics
Asset Management
Bloomberg
Business Analysis
Corporate Finance
Data Analysis
Derivatives
Equities
Finance
Financial Analysis
Financial Modeling
Fixed Income
Hedge Funds
Investment Banking
Investments
Management Consulting
Mergers
Portfolio Management
Private Equity
Process Improvement
Project Management
Risk Management
Valuation
Venture Capital
Robert Hoffman Summary
Robert Hoffman, based in Nashville, TN, US, is currently a Managing Director, Private Wealth Management at William Blair. Robert Hoffman brings experience from previous roles at The Agnew Company, Larix Capital Partners, Private Family Office and Tlpinvest™. Robert Hoffman holds a Master of Business Administration in Economics, Statistics @ University of Chicago Booth School of Business. With a robust skill set that includes Alternative Investments, Analysis, Analytics, Asset Management, Bloomberg and more. Robert Hoffman has 4 emails and 2 mobile phone numbers on RocketReach.
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