Robert Harold Kjellman
Career history of Robert Harold Kjellman
Former positions of Robert Harold Kjellman
| Companies | Position | Start | End |
|---|---|---|---|
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Analyst-Equity | - | 2015-04-30 |
| Portfolio Manager-Equities | - | 2015-04-30 | |
| E. F. Hutton & Co. | Corporate Officer/Principal | - | - |
| BankBoston Corp. | Corporate Officer/Principal | - | - |
| Shawmut Bank, NA (Boston, Massachusetts) | Corporate Officer/Principal | - | - |
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Analyst-Equity | 2014-05-22 | - |
| Portfolio Manager-Equities | - | - |
Training of Robert Harold Kjellman
| Vanderbilt University | Undergraduate Degree |
Statistics
International
| United States | 7 |
Operational
| Corporate Officer/Principal | 3 |
| Analyst-Equity | 2 |
| Portfolio Manager-Equities | 2 |
Sectoral
| Finance | 6 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |
| BankBoston Corp. | Finance |
| Shawmut Bank, NA (Boston, Massachusetts) | Finance |
| E. F. Hutton & Co. | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
