Profil
Mr. Robert S.
Phipps, III, is a Director & Partner at Per Stirling Capital Management LLC.
He currently serves as company Director and lead manager for Per Stirling’s SMA Growth Portfolio, and also authors the monthly Per Stirling Capital Outlook, which details the firm’s macro-economic perspective.
In addition, he works directly as an advisor for a select group of individual clients, which includes primarily physicians, executives of technology-oriented firms, and retirees.
He started working in the financial services industry immediately after graduation.
His resume includes over two decades serving as President, Director, Chief Investment Officer or Vice-President of different Registered Investment Advisor and Broker-Dealer firms, and he has served as an institutional portfolio manager since 1998.
He graduation from Washington and Lee University in 1982.
Aktive Positionen von Robert S. Phipps
| Unternehmen | Position | Beginn |
|---|---|---|
Per Stirling Capital Management LLC
 Per Stirling Capital Management LLC Investment ManagersFinance Per Stirling Capital Management LLC (Per Stirling) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by John P. O'Sullivan and Robert “Bob” Phipps in 2009. Per Stirling specializes in holistic financial planning, investment portfolio management, and other comprehensive wealth management services for individuals, corporations or other business entities, trusts, estates, and charitable organizations. | Gründer | 01.01.2009 |
Erfahrungen
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Per Stirling Capital Management LLC
Per Stirling Capital Management LLC Investment ManagersFinance Per Stirling Capital Management LLC (Per Stirling) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by John P. O'Sullivan and Robert “Bob” Phipps in 2009. Per Stirling specializes in holistic financial planning, investment portfolio management, and other comprehensive wealth management services for individuals, corporations or other business entities, trusts, estates, and charitable organizations. | Finance |
