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Profil
Ms. Ruta B.
Robinson, CFA, is an Associate Portfolio Manager at Wasmer, Schroeder & Co. LLC.
She is responsible for day to day tax exempt security selection and trade execution.
She joined Wasmer, Schroeder & Company in May 2010 as a Marketing Associate, where she was responsible for database submission, performance tracking, and portfolio statistics.
In 2012 she transitioned to the Tax Exempt Portfolio Management and Trading Team, where she was responsible for portfolio analysis and support of the team members.
She transitioned into her current position in 2016.
She is a member of the Firm’s Portfolio Management, and GIPS Committees.
Ms. Robinson earned her B.S.
in Finance from Florida Gulf Coast University.
She is a member of both the CFA Institute and the CFA society of Naples.
Ehemalige bekannte Positionen von Ruta Bruckute Robinson
Unternehmen | Position | Ende |
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Adviser Holdings LLC
![]() Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Analyst-Festverzinsliche Wertpapiere | 01.01.2016 |
Ausbildung von Ruta Bruckute Robinson
Florida Gulf Coast University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Adviser Holdings LLC
![]() Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |