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Perfil
Prior to joining Avalon Advisors, Robert was Chief Investment Officer for Amegy Bank NA in Houston.
Robert’s earlier multi-decade investment management career included senior level positions as Managing Director of J.P.
Morgan Chase & Co. and Head of U.S.
Equity Funds, Research and Trading for Chase Asset Management.
Robert began his equity fund management career after completing the Investment Division Management Training Program at the Bank of New York in 1979.
Robert holds a B.A. in Economics from Vassar College and an MBA in Finance from the New York University Stern Graduate School of Business.
Antiguos cargos conocidos de Robert Lewis Heintz.
| Empresas | Cargo | Fin |
|---|---|---|
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Gestor de Cartera-Acciones | 31/12/2010 |
Amegy Bank NA
 Amegy Bank NA Major BanksFinance Provides national commercial bank services | Corporate Officer/Principal | 30/07/2006 |
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | 30/09/2002 |
BNY Mellon, NA
 BNY Mellon, NA Major BanksFinance Operates as a federally chartered commercial bank that provides commercial banking, asset management and investment services | Corporate Officer/Principal | 30/05/1983 |
Formación de Robert Lewis Heintz.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
98
Relaciones de 1er grado
6
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 6 |
|---|---|
JPMorgan Chase & Co.
 JPMorgan Chase & Co. Major BanksFinance Provides banking, asset management, investment banking, credit card and mortgage services | Finance |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Finance |
Amegy Bank NA
Amegy Bank NA Major BanksFinance Provides national commercial bank services | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vassar College
 Vassar College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BNY Mellon, NA
BNY Mellon, NA Major BanksFinance Operates as a federally chartered commercial bank that provides commercial banking, asset management and investment services | Finance |
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