Perfil
Mr. Potter, regarded as one of the most active stock traders in the western states, oversees trading activities for Eagle Gate Securities.
His expertise allows him to trade in highly volatile markets, with an extremely aggressive style.
These trading practices are suited only for investors able to tolerate high levels of risk.
He is licensed as a General Securities Principal, and is a founding partner of Eagle Gate Securities.
In 1983, Mr. Potter entered the financial investment industry as an account executive with Merrill Lynch, where he remained until 1988.
At that time, he chose to pursue an opportunity as Vice President - Financial Consultant with E.F.
Hutton, which was later acquired by Shearson Lehman.
In 1992, he accepted an offer to join Smith Barney, where he was eventually promoted to Senior Vice President - Financial Consultant.
A northern Utah resident since 1958, Mr. Potter graduated with a B.S.
degree in Accounting from Utah State University in 1982.
Antiguos cargos conocidos de Robert H. Potter.
| Empresas | Cargo | Fin |
|---|---|---|
Eagle Gate Securities, Inc.
 Eagle Gate Securities, Inc. Investment ManagersFinance Based in Salt Lake City, Utah, Eagle Gate Securities, Inc. offers fee-based portfolio management services for individually managed accounts on a discretionary basis. | Corporate Officer/Principal | 29/03/2006 |
| Smith Barney Asset Management | Corporate Officer/Principal | 30/12/1998 |
Shearson Lehman Bros Brokerage Unit
 Shearson Lehman Bros Brokerage Unit Investment Banks/BrokersFinance Part of Citigroup, Inc., Shearson Lehman Bros Brokerage Unit is a securities brokerage. The company is based in NY. Shearson Lehman Bros Brokerage Unit was acquired by Primerica Corp. from American Express Co. on August 02, 1993 for $975 million. | Corporate Officer/Principal | 30/12/1991 |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Corporate Officer/Principal | 30/12/1987 |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Eagle Gate Securities, Inc.
Eagle Gate Securities, Inc. Investment ManagersFinance Based in Salt Lake City, Utah, Eagle Gate Securities, Inc. offers fee-based portfolio management services for individually managed accounts on a discretionary basis. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Shearson Lehman Bros Brokerage Unit
Shearson Lehman Bros Brokerage Unit Investment Banks/BrokersFinance Part of Citigroup, Inc., Shearson Lehman Bros Brokerage Unit is a securities brokerage. The company is based in NY. Shearson Lehman Bros Brokerage Unit was acquired by Primerica Corp. from American Express Co. on August 02, 1993 for $975 million. | Finance |
| Smith Barney Asset Management | Finance |
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