Bob Gillooly
Chief Executive Officer at Elmwood Wealth Management, Inc.
Bob Gillooly active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Fixed Income | 2011-12-31 | - |
Chief Executive Officer | 2011-12-31 | - | |
Founder | 2011-12-31 | - | |
Investment Committee Member | 2011-12-31 | - | |
Portfolio Manager-Equities | 2011-12-31 | - | |
President | 2011-12-31 | - |
Career history of Bob Gillooly
Former positions of Bob Gillooly
Companies | Position | Start | 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 | 2012-08-23 | 2012-10-30 |
Portfolio Manager-Fixed Income | 2012-08-23 | 2012-10-30 |
Training of Bob Gillooly
University of Michigan | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
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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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