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Robert Meyer
Investment Committee Member at The Roosevelt Investment Group LLC
Robert Meyer active positions
Companies | Position | Start | End |
---|---|---|---|
The Roosevelt Investment Group LLC
![]() The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Investment Committee Member | 2004-12-31 | - |
Portfolio Manager-Equities | 2006-12-31 | - |
Career history of Robert Meyer
Former positions of Robert Meyer
Companies | Position | Start | End |
---|---|---|---|
Ehrlich Meyer Associates, Inc.
![]() Ehrlich Meyer Associates, Inc. Investment ManagersFinance Located in Bedford Hills, New York, Ehrlich Meyer Associates, Inc. (EMA) is a registered investment advisor to institutional and individual clients. | Chief Investment Officer | 2001-09-30 | 2006-11-29 |
Portfolio Manager-Equities | 2001-09-30 | 2006-11-29 | |
President | 2001-09-30 | 2006-11-29 | |
H. C. Wainwright & Co. LLC
![]() H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Analyst-Equity | 1963-12-31 | 1977-12-30 |
Fahnestock & Co., Inc. | Director of Research - Equity | - | - |
Wall Street Analytics, Inc.
![]() Wall Street Analytics, Inc. Packaged SoftwareTechnology Services Wall Street Analytics, Inc. develops finance analysis and monitoring software. The company is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Training of Robert Meyer
Harvard University | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Statistics
International
United States | 8 |
Operational
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
President | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Ehrlich Meyer Associates, Inc.
![]() Ehrlich Meyer Associates, Inc. Investment ManagersFinance Located in Bedford Hills, New York, Ehrlich Meyer Associates, Inc. (EMA) is a registered investment advisor to institutional and individual clients. | Finance |
The Roosevelt Investment Group LLC
![]() The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |
H. C. Wainwright & Co. LLC
![]() H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Finance |
Fahnestock & Co., Inc. | Finance |
Wall Street Analytics, Inc.
![]() Wall Street Analytics, Inc. Packaged SoftwareTechnology Services Wall Street Analytics, Inc. develops finance analysis and monitoring software. The company is headquartered in New York, NY. | Technology Services |
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