![Bert Thomas Bowler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Bert Thomas Bowler
Algemeen Directeur bij
Round Rock Advisors LLC
Profiel
Mr. Bert T.
Bowler is a Private Wealth Advisor, Principal & Chief Compliance Officer at Round Rock Advisors LLC.
He has over 23 years of experience as a financial advisor.
Mr. Bowler started his professional career in financial planning with Ameriprise Financial Services, Inc. where he won several industry awards (e.g., FIVE STAR Wealth Manager).
In 1994, he founded the firm which later became Round Rock Advisors, LLC.
He is a Certifies Financial Planner practitioner.
He holds a Bachelor of Arts in Economics, from Kenyon University.
Actieve functies van Bert Thomas Bowler
| Bedrijven | Functie | Begin |
|---|---|---|
Round Rock Advisors LLC
 Round Rock Advisors LLC Investment ManagersFinance Round Rock Advisors construct its portfolios using diversified mutual funds and/or exchange-traded funds (ETFs), to achieve the client’s investment goals. The firm primarily employs fundamental analysis in developing investment strategies. Their investment approach is primarily long-term focused, but they may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Algemeen Directeur | 01-04-2017 |
Opleiding van Bert Thomas Bowler
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
45
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Kenyon College
 Kenyon College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Round Rock Advisors LLC
Round Rock Advisors LLC Investment ManagersFinance Round Rock Advisors construct its portfolios using diversified mutual funds and/or exchange-traded funds (ETFs), to achieve the client’s investment goals. The firm primarily employs fundamental analysis in developing investment strategies. Their investment approach is primarily long-term focused, but they may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Finance |
