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Robert Terrence Jones
Chief Executive Officer at
R. T. Jones Capital Equities Management, Inc.
Profile
Mr. Robert T.
Jones is a Chief Executive Officer & Founder at R.
T.
Jones Capital Equities Management, Inc.
Before starting his own firm, he served as the Executive Vice-President, Director and Advisory Committee member for Security Investment Advisors, Inc. From 1981 to 1985, he served as an investment manager for St. Louis Union Trust Company of St. Louis (now Bank of America).
Over the years, he has honed his expertise across numerous positions, including the Senior Vice-President for Pioneer Bank & Trust Co., where he was responsible for investment management of the Trust Department’s personal trust, pension and advisory accounts.
He received his undergraduate degree from Maryville University of St. Louis.
Robert Terrence Jones active positions
| Companies | Position | Start |
|---|---|---|
R. T. Jones Capital Equities Management, Inc.
 R. T. Jones Capital Equities Management, Inc. Investment ManagersFinance R. T. Jones offers a series of investment models under the brand name Artesys®. These models fall into two broad investment approaches: Offensive and Defensive. The Artesys Model Portfolios are asset allocations of unaffiliated mutual funds. The Portfolios will generally be invested in mutual funds with exposure to Global equities, US fixed income, and cash alternatives (including money market funds). The goal of asset allocation is to seek to reduce risk through diversification by having exposure to a variety of investments that perform differently during various market conditions. | Chief Executive Officer | 1987-02-28 |
Former positions of Robert Terrence Jones
| Companies | Position | End |
|---|---|---|
Pioneer Bank & Trust Co.
 Pioneer Bank & Trust Co. Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | - |
Bank of America Capital Advisors LLC
 Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Corporate Officer/Principal | 1985-01-01 |
Training of Robert Terrence Jones
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
11
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Bank of America Capital Advisors LLC
Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Finance |
R. T. Jones Capital Equities Management, Inc.
R. T. Jones Capital Equities Management, Inc. Investment ManagersFinance R. T. Jones offers a series of investment models under the brand name Artesys®. These models fall into two broad investment approaches: Offensive and Defensive. The Artesys Model Portfolios are asset allocations of unaffiliated mutual funds. The Portfolios will generally be invested in mutual funds with exposure to Global equities, US fixed income, and cash alternatives (including money market funds). The goal of asset allocation is to seek to reduce risk through diversification by having exposure to a variety of investments that perform differently during various market conditions. | Finance |
Maryville University of St. Louis
 Maryville University of St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pioneer Bank & Trust Co.
Pioneer Bank & Trust Co. Regional BanksFinance State chartered commercial bank | Finance |
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