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Bob Fontana
Director de Inversiones en Investors Trust Co. (North Carolina) .
Cargos activos de Bob Fontana
Empresas | Cargo | Inicio | Fin |
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Investors Trust Co. (North Carolina)
![]() Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Director de Inversiones | - | - |
Gestor de Cartera-Acciones | - | - |
Historial de carrera de Bob Fontana
Antiguos cargos conocidos de Bob Fontana.
Empresas | Cargo | Inicio | Fin |
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Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | 01/01/1998 | - |
Caritas Capital LLC
![]() Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Director de Inversiones | 03/05/2010 | - |
Fundador | 31/05/2011 | - | |
Gestor de Cartera-Acciones | 03/05/2010 | - | |
Presidente | 03/05/2010 | - | |
TCA Financial Group LLC
![]() TCA Financial Group LLC Investment ManagersFinance TCA Financial Group LLC provides financial advisory services. It offers securities, insurance, and investment related services. The company is headquartered in Charlotte, NC. | Director Financiero/CFO | 01/01/2007 | - |
Portfolio Capital Management, Inc.
![]() Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Director de Investigación - Acciones | 14/04/2009 | - |
Formación de Bob Fontana.
Duke University | Masters Business Admin |
Georgetown University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 8 |
Operativa
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Director of Research - Equity | 1 |
Sectorial
Finance | 6 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 5 |
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Portfolio Capital Management, Inc.
![]() Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Finance |
TCA Financial Group LLC
![]() TCA Financial Group LLC Investment ManagersFinance TCA Financial Group LLC provides financial advisory services. It offers securities, insurance, and investment related services. The company is headquartered in Charlotte, NC. | Finance |
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Caritas Capital LLC
![]() Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Finance |
Investors Trust Co. (North Carolina)
![]() Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Finance |
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