Robert B. Winkler
Profile
Prior to joining SAM, Mr. Winkler was a Regional Vice President with Alternative Investment Partners, LLC, a firm that had developed a novel alternative mutual fund product.
There, he was responsible for building and developing key relationships through the advisor and wirehouse channel.
During his career, he served in various marketing and sales positions at AMIC Distribution Partners, JP Morgan Asset Management and Van Eck Global selling a variety of investment products.
Mr. Winkler earned a BA from SUNY Oswego.
He earned several securities industry qualifications including FINRA Series 7, 63 and 65.
Former positions of Robert B. Winkler
| Companies | Position | End |
|---|---|---|
Schultze Asset Management LP
 Schultze Asset Management LP Investment ManagersFinance Schultze Asset Management LP (SAM) is an independent, SEC-registered investment advisor and alternatives investment firm headquartered in Rye Brook, New York. The firm was founded by George J. Schultze in 1998. SAM serves as an investment manager to several related collective investment vehicles and manages separate accounts for institutional and individual clients. | Corporate Officer/Principal | 2010-08-08 |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Corporate Officer/Principal | - |
| AMIC Distribution Partners, Inc. | Corporate Officer/Principal | - |
| Investment Partners, Inc. | Corporate Officer/Principal | - |
Training of Robert B. Winkler
| State University of New York College at Oswego | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
| Investment Partners, Inc. | |
Schultze Asset Management LP
Schultze Asset Management LP Investment ManagersFinance Schultze Asset Management LP (SAM) is an independent, SEC-registered investment advisor and alternatives investment firm headquartered in Rye Brook, New York. The firm was founded by George J. Schultze in 1998. SAM serves as an investment manager to several related collective investment vehicles and manages separate accounts for institutional and individual clients. | Finance |
| AMIC Distribution Partners, Inc. |
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