Robert Weller Email & Phone Number
Portfolio Manager @ Sterling Capital Management LLC
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Robert Weller Location
- Charlotte, NC, US
Robert Weller Work
- Portfolio Manager @ (June 2012 - Present)
- Global Head of Equities – Portfolio Construction, Vice President – J.P.Morgan Private Bank @ (June 2011 - June 2012)
- Investment Specialist and Portfolio Manager, Vice President @ (February 2010 - June 2011)
- Senior Portfolio Manager, Vice President @ (January 2003 - February 2010)
- Investment Assistant, Associate @ (May 1999 - January 2003)
- Client Service Specialist @ Morgan Guaranty Trust Company (September 1997 - May 1999)
- Registered Representative and Client Service Representative @ (June 1996 - September 1997)
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 2 mobile phone numbers on RocketReach.
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