Profile
Robert Joseph Gordon worked as a Partner & Senior Financial Advisor at Managed Account Services, Inc. from 2007 to 2021.
He earned an MBA from the University of Virginia in 1991 and an undergraduate degree from Dartmouth College in 1986.
Former positions of Rob Gordon
| Companies | Position | End |
|---|---|---|
Managed Account Services, Inc.
Managed Account Services, Inc. Investment ManagersFinance Investor Solutions seeks first to evaluate a client’s financial situation prior to managing their investments. The firm then designs and implements an investment plan aimed at achieving a client’s financial objectives. They primarily allocate client assets among various institutional index funds and exchange-traded funds (ETFs). Investor Solutions aims to manage risk through diversification and purchases securities with the intent to hold long-term. | Portfolio Manager-Equities | 2021-09-30 |
Training of Rob Gordon
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
University of Virginia
University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Managed Account Services, Inc.
Managed Account Services, Inc. Investment ManagersFinance Investor Solutions seeks first to evaluate a client’s financial situation prior to managing their investments. The firm then designs and implements an investment plan aimed at achieving a client’s financial objectives. They primarily allocate client assets among various institutional index funds and exchange-traded funds (ETFs). Investor Solutions aims to manage risk through diversification and purchases securities with the intent to hold long-term. | Finance |
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