![Bob Weisse](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>)
Profiel
Robert Thomas Weisse occupies the position of Chief Investment Officer at Heritage Financial Services LLC.
He is responsible for structuring portfolios to meet return objectives while minimizing risk.
In his role as Chief Investment Officer, he feels one of the most important aspects of his job is to focus on the big picture, especially on getting the asset allocation right, which he believes drives the majority of a portfolio’s return.
He received an undergraduate degree from Babson College.
Eerdere bekende functies van Bob Weisse
| Bedrijven | Functie | Einde |
|---|---|---|
Heritage Financial Services LLC
 Heritage Financial Services LLC Investment ManagersFinance Heritage is an active, long-term investor which manages client portfolios primarily through the use of open-end mutual funds, closed-end interval funds, exchange-traded funds (ETFs), and limited partnerships. The firm determines their target asset allocation based on asset class valuations, correlations to other portfolio holdings, their estimated risk and return assumptions and their view of the current economic environment. They select specific investments within each class based on various factors, including fees, manager tenure, past performance, portfolio valuations and the current relative opportunity set. | Chief Investment Officer | 01-01-2026 |
Opleiding van Bob Weisse
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
90
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Heritage Financial Services LLC
Heritage Financial Services LLC Investment ManagersFinance Heritage is an active, long-term investor which manages client portfolios primarily through the use of open-end mutual funds, closed-end interval funds, exchange-traded funds (ETFs), and limited partnerships. The firm determines their target asset allocation based on asset class valuations, correlations to other portfolio holdings, their estimated risk and return assumptions and their view of the current economic environment. They select specific investments within each class based on various factors, including fees, manager tenure, past performance, portfolio valuations and the current relative opportunity set. | Finance |
