Perfil
Mr. Robert V.
Ogden, CFA MBA, is a Principal at Penn Davis McFarland, Inc. Mr. Ogden has been with the firm since 1986 and became a partner in 1993.
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 charterholder and holds a Masters in Business Administration degree from Southern Methodist University.
Cargos activos de R. Van Ogden
| Empresas | Cargo | Inicio |
|---|---|---|
Penn Davis McFarland, Inc.
Penn Davis McFarland, Inc. Investment ManagersFinance PDM is a contrarian investor that utilizes a disciplined and repeatable investment process designed to be long-term oriented with low turnover. While they have a global focus, the firm implements their strategy through US-listed securities. Their strong sell discipline also serves as an important part of the firm’s risk management process. To produce the best possible after-tax return, PDM will sell to harvest losses when possible. | Director Ejecutivo | 01/05/2020 |
Formación de R. Van Ogden.
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| Empresas privadas | 2 |
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Penn Davis McFarland, Inc.
Penn Davis McFarland, Inc. Investment ManagersFinance PDM is a contrarian investor that utilizes a disciplined and repeatable investment process designed to be long-term oriented with low turnover. While they have a global focus, the firm implements their strategy through US-listed securities. Their strong sell discipline also serves as an important part of the firm’s risk management process. To produce the best possible after-tax return, PDM will sell to harvest losses when possible. | Finance |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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