Bob J. Reed

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Profile

Mr. Bob J.
Reed, CFA MBA, is a Executive Vice President at CoBiz Wealth Management.
He joined CoBiz Wealth in July 2010.
Previously, he was Head of Portfolio Management at Alexander Capital till the merger took place between Alexander Capital Management Group and Wagner Investment.
He began his career with the First National Bank of Denver in 1974 and ultimately became a Trust Investment Officer.
In 1981, he joined First City National Bank in Texas and became a Vice President in the Trust Department.
In 1984, he joined Alexander, Scriver & Associates, and in 1989, he became a principal of Alexander Capital Management.
Mr. Reed received a B.B.A. Degree in Management from the University of Oklahoma and an M.B.A. Degree in Finance from the University of Colorado.
He was awarded a Chartered Financial Analyst designation in 1981.

Former positions of Bob J. Reed

Companies	Position	End
Alexander Capital Management Group LLC Alexander Capital Management Group LLC Investment ManagersFinance Alexander Capital Management Group's investment philosophy is based on the belief that investments in stock and bond markets can produce attractive rates of return over reasonable time periods. The firm's core philosophy targets high-quality US companies that are selling at reasonable valuations with favorable long-term growth potential. The firm uses traditional investment tools, including sector allocation, fundamental research and stringent buy/sell disciplines, to attempt to achieve benchmark-beating performance with below-market risk scores. Alexander invests primarily in the stocks of US large-cap companies in the electronic technology, retail and health technology sectors. The firm maintains a low turnover rate. Alexander's stock selection process employs a combination of top-down macroeconomic research and bottom-up fundamental security analysis. The investment team is responsible for making the final buy and sell decisions. The firm's sell discipline is based on setting price targets on both the upside and downside. If a stock declines outside of an industry move, the firm will either buy it back to its original weighting or sell. If a stock reaches its upside target, the firm will either increase the target if earnings have increased or set a trailing target below in order to participate in momentum moves. If the stock violates the trailing target, they will sell. If a stock goes over a certain percentage of the portfolio, Alexander will trim the position and re-deploy the proceeds to new issues.	Head-Equity Investments	2010-06-29
First City National Bank of Houston First City National Bank of Houston Major BanksFinance Operates commercial banks	Corporate Officer/Principal	-
First National Bank (Waupaca, Wisconsin) First National Bank (Waupaca, Wisconsin) Major BanksFinance Operates as a nationally chartered commercial bank	Corporate Officer/Principal	-
CoBiz Wealth LLC CoBiz Wealth LLC Investment ManagersFinance CoBiz Wealth Management employs an intellectually rigorous, disciplined process to create customized, diversified investment portfolios for their clients. The firm builds portfolios one client at time, using an open architecture approach that provides broad opportunity. They combine their internal expertise with the capabilities of external managers with complementary styles and methodologies to implement global, thoroughly-researched investment strategies. Though not limited by sector, CoBiz Wealth management tends to invest in the stocks of large-cap companies in the electronic technology, retail, finance, health technology and technology services sectors. The firm invests primarily in the US, but they consider and invest in global opportunities as well.	Head-Equity Investments	2010-11-02

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Private companies	6
Alexander Capital Management Group LLC Alexander Capital Management Group LLC Investment ManagersFinance Alexander Capital Management Group's investment philosophy is based on the belief that investments in stock and bond markets can produce attractive rates of return over reasonable time periods. The firm's core philosophy targets high-quality US companies that are selling at reasonable valuations with favorable long-term growth potential. The firm uses traditional investment tools, including sector allocation, fundamental research and stringent buy/sell disciplines, to attempt to achieve benchmark-beating performance with below-market risk scores. Alexander invests primarily in the stocks of US large-cap companies in the electronic technology, retail and health technology sectors. The firm maintains a low turnover rate. Alexander's stock selection process employs a combination of top-down macroeconomic research and bottom-up fundamental security analysis. The investment team is responsible for making the final buy and sell decisions. The firm's sell discipline is based on setting price targets on both the upside and downside. If a stock declines outside of an industry move, the firm will either buy it back to its original weighting or sell. If a stock reaches its upside target, the firm will either increase the target if earnings have increased or set a trailing target below in order to participate in momentum moves. If the stock violates the trailing target, they will sell. If a stock goes over a certain percentage of the portfolio, Alexander will trim the position and re-deploy the proceeds to new issues.	Finance
University of Colorado Health Sciences Center University of Colorado Health Sciences Center Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Oklahoma University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
First City National Bank of Houston First City National Bank of Houston Major BanksFinance Operates commercial banks	Finance
First National Bank (Waupaca, Wisconsin) First National Bank (Waupaca, Wisconsin) Major BanksFinance Operates as a nationally chartered commercial bank	Finance
CoBiz Wealth LLC CoBiz Wealth LLC Investment ManagersFinance CoBiz Wealth Management employs an intellectually rigorous, disciplined process to create customized, diversified investment portfolios for their clients. The firm builds portfolios one client at time, using an open architecture approach that provides broad opportunity. They combine their internal expertise with the capabilities of external managers with complementary styles and methodologies to implement global, thoroughly-researched investment strategies. Though not limited by sector, CoBiz Wealth management tends to invest in the stocks of large-cap companies in the electronic technology, retail, finance, health technology and technology services sectors. The firm invests primarily in the US, but they consider and invest in global opportunities as well.	Finance

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