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R. Van Ogden
Director Ejecutivo en Penn Davis McFarland, Inc. .
Perfil
Mr. Robert V.
Ogden, CFA MBA, is a Principal at Penn Davis McFarland, Inc. His primary responsibilities are portfolio management and client relations.
He is a member of firm Investment Committee.
Prior to joining the firm, he served as a personal trust officer with a large Dallas bank, now a part of Bank of America.
While at the bank, he gained extensive experience in managing trust, real property, and financial assets, as well as estate and tax planning.
He is a CFA charter holder and holds a Masters in Business Administration degree from Southern Methodist University.
Cargos activos de R. Van Ogden
Empresas | Cargo | Inicio |
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Penn Davis McFarland, Inc.
![]() Penn Davis McFarland, Inc. Investment ManagersFinance Penn Davis McFarland, Inc. (PDM) is a registered independent and privately-owned wealth management firm headquartered in Dallas, Texas. The firm was founded in 1977 by Frederick Penn, John Davis and John McFarland. PDM offers asset management services through separately managed accounts. Their typical account owners are individuals, retirement and pension plans, trusts, and limited partnerships. | Director Ejecutivo | 01/05/2020 |
Formación de R. Van Ogden.
Southern Methodist University | Masters Business Admin |
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Empresas privadas | 1 |
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Penn Davis McFarland, Inc.
![]() Penn Davis McFarland, Inc. Investment ManagersFinance Penn Davis McFarland, Inc. (PDM) is a registered independent and privately-owned wealth management firm headquartered in Dallas, Texas. The firm was founded in 1977 by Frederick Penn, John Davis and John McFarland. PDM offers asset management services through separately managed accounts. Their typical account owners are individuals, retirement and pension plans, trusts, and limited partnerships. | Finance |
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