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R. Van Ogden
Chief Executive Officer at Penn Davis McFarland, Inc.
Profile
Mr. Robert V.
Ogden, CFA MBA, is a Principal at Penn Davis McFarland, Inc. His primary responsibilities are portfolio management and client relations.
He is a member of firm Investment Committee.
Prior to joining the firm, he served as a personal trust officer with a large Dallas bank, now a part of Bank of America.
While at the bank, he gained extensive experience in managing trust, real property, and financial assets, as well as estate and tax planning.
He is a CFA charter holder and holds a Masters in Business Administration degree from Southern Methodist University.
R. Van Ogden active positions
Companies | Position | Start |
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Penn Davis McFarland, Inc.
![]() Penn Davis McFarland, Inc. Investment ManagersFinance Penn Davis McFarland, Inc. (PDM) is a registered independent and privately-owned wealth management firm headquartered in Dallas, Texas. The firm was founded in 1977 by Frederick Penn, John Davis and John McFarland. PDM offers asset management services through separately managed accounts. Their typical account owners are individuals, retirement and pension plans, trusts, and limited partnerships. | Chief Executive Officer | 2020-04-30 |
Training of R. Van Ogden
Southern Methodist University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Penn Davis McFarland, Inc.
![]() Penn Davis McFarland, Inc. Investment ManagersFinance Penn Davis McFarland, Inc. (PDM) is a registered independent and privately-owned wealth management firm headquartered in Dallas, Texas. The firm was founded in 1977 by Frederick Penn, John Davis and John McFarland. PDM offers asset management services through separately managed accounts. Their typical account owners are individuals, retirement and pension plans, trusts, and limited partnerships. | Finance |
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