Robert Weller Email & Phone Number
Portfolio Manager @ Sterling Capital Management LLC
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Robert Weller Location
- Charlotte, NC, US
Robert Weller Work
- 2012 - now Portfolio Manager @
- 2011 - 2012 Global Head of Equities – Portfolio Construction, Vice President – J.P.Morgan Private Bank @
- 2010 - 2011 Investment Specialist and Portfolio Manager, Vice President @
- 2003 - 2010 Senior Portfolio Manager, Vice President @
- 1999 - 2003 Investment Assistant, Associate @
- 1997 - 1999 Client Service Specialist @ Morgan Guaranty Trust Company
- 1996 - 1997 Registered Representative and Client Service Representative @
Robert Weller Education
- Loyola University Maryland
B.B.A (Business and Management; Finance)
1992 - 1996 - Dulaney High School 1988 - 1992
Robert Weller Skills
- Portfolio Management
- Equities
- Investments
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Asset Management
- Risk Management
- Valuation
- Series 7
- Trading
- Global Asset Allocation
- Stock Selection
- Bloomberg
- Industry Analysis
- Factset
- Barra
- Compustat
- FirstCall
- Equity Research
- Quantitative Analysis
- Series 63
- Investment Management
- Wealth Management
- Alternative Investments
- Financial Advisory
- Stock Picking
- Leadership
- PowerPoint
- Financial Modeling
- Strategic Planning
- Microsoft Office
- Project Management
Robert Weller Summary
- Robert Weller, based in Charlotte, NC, US, is currently a Portfolio Manager at Sterling Capital Management LLC. Robert Weller brings experience from previous roles at JPMorgan Chase & Company. Robert Weller holds a 1992 - 1996 B.B.A in Business and Management; Finance @ Loyola University Maryland. With a robust skill set that includes Portfolio Management, Equities, Investments, Asset Allocation, Mutual Funds and more. Robert Weller has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Sterling Capital Management LLC Employees
Kevin Stoll
Managing Director, Head of Quantitative Research
Durham, NC, US
Andy Richman
Managing Director
Palm Beach Gardens, FL, US
Jim Willis
Managing Director
Raleigh, NC, US
Tom O'Toole
Director
Charlotte, NC, US
Jeffrey Schappe
Managing Director
Raleigh, NC, US
Robert Millikan
Executive Director
Raleigh, NC, US
Kenneth Cotner
COO
Charlotte, NC, US
Max Anthony
Managing Director
Matthews, NC, US
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