Profil
Mr. Robert J.
Furlong, CFA, is Co-Portfolio Manager at CWM LLC.
He assists in managing some of the in-house strategies while conducting thorough analyses of companies to identify undervalued stocks to contribute to others.
Prior to joining CWM in September 2014, spent nearly 15 years at GARP Research & Securities, a highly-regarded independent research firm that provided fundamental equity analysis on small- and mid-cap companies to mutual funds and hedge funds.
The last six years were spent as the Director of Research where he led a five person team known for its thoughtful, in-depth, and consistent approach to identifying compelling investment opportunities.
Mr. Furlong received his Masters of Science degree in Finance from the University of Baltimore and his Bachelor of Science degree from York College of Pennsylvania.
He became a CFA charter holder in 2006.
Ehemalige bekannte Positionen von Rob Furlong
Unternehmen | Position | Ende |
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CWM LLC
CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Analyst-Equity | - |
Institutional Shareholder Services, Inc.
Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Corporate Officer/Principal | - |
Gaineswood Investment Management, Inc.
Gaineswood Investment Management, Inc. Investment ManagersFinance Gaineswood Investment Management, Inc. (Gaineswood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Reisterstown, Maryland. The firm was founded by William (Bill) Baker in 1995 as GARP Research Corp. They became Weedflower, Inc.in 2007 and Gaineswood Investment Management in 2009. Gaineswood provides investment advisory services to high net-worth individuals, business entities, trusts, estates, family offices, and institutions through separately managed accounts. | Direktor der Forschung - Eigenkapital | - |
GARP Research & Securities Co.
GARP Research & Securities Co. Investment Banks/BrokersFinance Founded in 1996, GARP Research Corp. is an independent equity research firm for U.S. mid-cap and small-cap growth companies. Their investment philosophy is focused on growth, quality, and control of risk. They have a long-term orientation, but they also believe short-term results benefit from their discipline of waiting for catalysts to emerge and their ability to identify valid long-term growth drivers. They search for high quality as determined by competitive advantages, and potential or actual high return on capital employed. Companies recommend typically generate cash, grow organically, and are well financed. They control risk by technical analysis of long-term stock charts and proprietary valuation methodology. They typically recommend a stock after it has declined significantly and then based-out over many quarters. They avoid momentum stocks. GARP Research is located in Baltimore, Maryland. | Direktor der Forschung - Eigenkapital | - |
Ausbildung von Rob Furlong
University of Baltimore | Graduate Degree |
York College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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GARP Research & Securities Co.
GARP Research & Securities Co. Investment Banks/BrokersFinance Founded in 1996, GARP Research Corp. is an independent equity research firm for U.S. mid-cap and small-cap growth companies. Their investment philosophy is focused on growth, quality, and control of risk. They have a long-term orientation, but they also believe short-term results benefit from their discipline of waiting for catalysts to emerge and their ability to identify valid long-term growth drivers. They search for high quality as determined by competitive advantages, and potential or actual high return on capital employed. Companies recommend typically generate cash, grow organically, and are well financed. They control risk by technical analysis of long-term stock charts and proprietary valuation methodology. They typically recommend a stock after it has declined significantly and then based-out over many quarters. They avoid momentum stocks. GARP Research is located in Baltimore, Maryland. | Finance |
Institutional Shareholder Services, Inc.
Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Finance |
Gaineswood Investment Management, Inc.
Gaineswood Investment Management, Inc. Investment ManagersFinance Gaineswood Investment Management, Inc. (Gaineswood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Reisterstown, Maryland. The firm was founded by William (Bill) Baker in 1995 as GARP Research Corp. They became Weedflower, Inc.in 2007 and Gaineswood Investment Management in 2009. Gaineswood provides investment advisory services to high net-worth individuals, business entities, trusts, estates, family offices, and institutions through separately managed accounts. | Finance |
CWM LLC
CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Finance |