Profile
Ms. Ruta B.
Robinson, CFA, is an Associate Portfolio Manager at Wasmer, Schroeder & Co. LLC.
She is responsible for day to day tax exempt security selection and trade execution.
She joined Wasmer, Schroeder & Company in May 2010 as a Marketing Associate, where she was responsible for database submission, performance tracking, and portfolio statistics.
In 2012 she transitioned to the Tax Exempt Portfolio Management and Trading Team, where she was responsible for portfolio analysis and support of the team members.
She transitioned into her current position in 2016.
She is a member of the Firm’s Portfolio Management, and GIPS Committees.
Ms. Robinson earned her B.S.
in Finance from Florida Gulf Coast University.
She is a member of both the CFA Institute and the CFA society of Naples.
Former positions of Ruta Bruckute Robinson
Companies | Position | End |
---|---|---|
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Analyst-Fixed Income | 2015-12-31 |
Training of Ruta Bruckute Robinson
Florida Gulf Coast University | Undergraduate Degree |
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 | 1 |
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Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |
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