Robert A. Willis
Career history of Robert A. Willis
Former positions of Robert A. Willis
| Companies | Position | Start | End |
|---|---|---|---|
Avalon Trust Co.
 Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Chief Investment Officer | - | 2005-12-31 |
| Portfolio Manager-Equities | - | 2005-12-31 | |
AG Asset Management LLC
 AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Corporate Officer/Principal | - | 2004-06-30 |
Training of Robert A. Willis
| Lafayette College | Undergraduate Degree |
| New York University | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Chief Investment Officer | 1 |
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Avalon Trust Co.
Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Finance |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Finance |
- Stock Market
- Insiders
- Robert A. Willis
- Experience
