Bob Schrock

Analyst-Equity bei Congress Asset Management Co. LLP

Finance

Consumer Services

Profil

Mr. Robert P.
Schrock, CFA, is a Research Analyst at Congress Asset Management Co. LLP.
He focuses on the Financial, Real Estate and Energy sectors.
Prior to joining the firm, Mr. Schrock was with F-Squared Investments and Northwestern Mutual.
He received his BA from Kenyon College.
He is a CFA charterholder, and a member of the CFA Society Boston and the CFA Institute.

Aktive Positionen von Bob Schrock

Unternehmen	Position	Beginn
Congress Asset Management Co. LLP Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.	Analyst-Equity	01.09.2019

Alle aktiven Positionen von Bob Schrock

Ausbildung von Bob Schrock

Kenyon College

Undergraduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

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Unternehmensverbindungen

Private Unternehmen	1
Congress Asset Management Co. LLP Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.	Finance