Jeff Boisvert
Director of Research - Equity at Robinson Capital Management LLC
Profile
Mr. Jeffrey B.
Boisvert is a Director of Equity & Derivatives Trading at Robinson Capital Management LLC.
He has over 11 years in the financial services industry and is responsible for equity, derivatives, and fixed income trading.
Prior to joining the firm, he worked for Charles Schwab & Co., Inc. as an Associate Financial Consultant.
In that role, he was responsible for meeting with clients and prospects, wealth management planning, and presenting solutions based on their individual needs.
Before that, he was a Trading Solutions broker where he was responsible for educating Schwab’s most active clients and providing guidance on trading strategies, market mechanics, evaluating risk parameters and performing technical analysis.
He graduated from Oakland University in Rochester, Michigan with a Bachelor of Science degree in Business Administration majoring in Management Information Systems.
He also holds an Accredited Asset Management Specialist designation from the College for Financial Planning.
Jeff Boisvert active positions
| Companies | Position | Start |
|---|---|---|
Robinson Capital Management LLC
 Robinson Capital Management LLC Investment ManagersFinance Robinson Capital Management LLC (Robinson Capital) is a SEC-registered investment advisor headquartered in Grosse Pointe Farms, Michigan. They are wholly-owned subsidiary of Robinson Capital Holding Co. The firm was founded by Jim Robinson in 2012. Robinson Capital offers investment advisory (and sub-advisory) services to a variety of different client types, such as registered investment companies (such as mutual funds and exchange-traded funds), state and local municipal government entities, unaffiliated financial advisors, high-net worth individuals, family offices, pension and profit-sharing plans, charitable institutions, foundations, endowments, insurance companies, corporations, and partnerships. | Director of Research - Equity | - |
Former positions of Jeff Boisvert
| Companies | Position | End |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | - |
Training of Jeff Boisvert
| Oakland University (Michigan) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Robinson Capital Management LLC
Robinson Capital Management LLC Investment ManagersFinance Robinson Capital Management LLC (Robinson Capital) is a SEC-registered investment advisor headquartered in Grosse Pointe Farms, Michigan. They are wholly-owned subsidiary of Robinson Capital Holding Co. The firm was founded by Jim Robinson in 2012. Robinson Capital offers investment advisory (and sub-advisory) services to a variety of different client types, such as registered investment companies (such as mutual funds and exchange-traded funds), state and local municipal government entities, unaffiliated financial advisors, high-net worth individuals, family offices, pension and profit-sharing plans, charitable institutions, foundations, endowments, insurance companies, corporations, and partnerships. | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
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