Perfil
Mr. Robert A.
Zellers is Senior VP & Senior Portfolio Manager at The Private Client Reserve.
He will provide clients with an integrated investment approach, offering asset allocation strategies and recommendations to help them work toward their goals of building and maintaining wealth.
Prior to joining The Private Client Reserve in July 2015, he was a portfolio manager with BMO Private Bank and its predecessor organizations (M&I Wealth Management Corp., and Harris Investment Management, Inc.) for 30 years.
He received his Bachelor of Arts in English and American Literature from Miami University and a Master’s degree in English and American Literature from the University of Michigan.
Antiguos cargos conocidos de Robert Atlee Zellers.
| Empresas | Cargo | Fin |
|---|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Gestor de Cartera-Acciones | - |
Formación de Robert Atlee Zellers.
| University of Michigan | Graduate Degree |
| Miami University | Undergraduate Degree |
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Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
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