Bob Gillooly
Chief Executive Officer at Elmwood Wealth Management, Inc.
Profile
Mr. Robert C.
Gillooly, CFA, is a President at Elmwood Wealth Management, Inc. He is also a wealth manager and works together with the Elmwood team to serve clients in financial planning, investment management, tax planning, and estate planning.
He co-founded Elmwood with Shannon Lemon in 2012 when they decided to create a wealth management firm that focused on the overall financial health and well-being of each client.
Prior to co-founding Elmwood, he worked for Osborne Partners Capital Management for 18 years and was their Vice President, Chief Operating Officer and a principal of the firm.
He was a voting member of the four-person investment committee responsible for choosing individual securities and setting asset allocations for over $1 billion of client funds.
He also had sole responsibility for setting strategy for their approximately $300 million bond portfolio, as well as all equity trading strategies.
He also worked in the trust department at Union Bank of California performing trading, research and operational work, and on the Chicago Mercantile Exchange yelling and flashing hand signals in both the S&P 500 futures and Yen foreign currency pits.
Mr. Gillooly received his Bachelor of Arts Degree from the University of Michigan.
He earned the Chartered Financial Analyst (CFA) designation.
Bob Gillooly active positions
| Companies | Position | Start |
|---|---|---|
Elmwood Wealth Management, Inc.
 Elmwood Wealth Management, Inc. Investment ManagersFinance Elmwood Wealth Management, Inc. (EWM) is an independent, SEC-registered investment advisor headquartered in Berkeley, California. The firm was founded in 2012 by Robert Gillooly and Shannon Lemon. EWM provides discretionary and non-discretionary asset management services to individuals, families, trusts, estates, conservatorships, foundations, retirement plans, 529 plans, donor advised funds, pension and profit-sharing plans. | Chief Executive Officer | 2011-12-31 |
Former positions of Bob Gillooly
| Companies | Position | End |
|---|---|---|
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Director/Board Member | - |
Chicago Mercantile Exchange, Inc.
 Chicago Mercantile Exchange, Inc. Investment Banks/BrokersFinance Chicago Mercantile Exchange Inc. operated a stock exchange. The company was founded on November 13, 2000 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Merus Capital Management Co. LLC
 Merus Capital Management Co. LLC Investment ManagersFinance Merus Capital Management Co. LLC (Merus Capital) is a venture capital firm founded in 2007 by Sean Dempsey, Salman Ullah and Peter Hsing. The firm is headquartered in Menlo Park, California. | Corporate Officer/Principal | - |
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Portfolio Manager-Equities | 2012-10-30 |
Training of Bob Gillooly
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Finance |
Chicago Mercantile Exchange, Inc.
Chicago Mercantile Exchange, Inc. Investment Banks/BrokersFinance Chicago Mercantile Exchange Inc. operated a stock exchange. The company was founded on November 13, 2000 and was headquartered in Chicago, IL. | Finance |
Merus Capital Management Co. LLC
Merus Capital Management Co. LLC Investment ManagersFinance Merus Capital Management Co. LLC (Merus Capital) is a venture capital firm founded in 2007 by Sean Dempsey, Salman Ullah and Peter Hsing. The firm is headquartered in Menlo Park, California. | Finance |
CFA Society of San Francisco
CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Commercial Services |
Elmwood Wealth Management, Inc.
Elmwood Wealth Management, Inc. Investment ManagersFinance Elmwood Wealth Management, Inc. (EWM) is an independent, SEC-registered investment advisor headquartered in Berkeley, California. The firm was founded in 2012 by Robert Gillooly and Shannon Lemon. EWM provides discretionary and non-discretionary asset management services to individuals, families, trusts, estates, conservatorships, foundations, retirement plans, 529 plans, donor advised funds, pension and profit-sharing plans. | Finance |
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