Edgerly Roberts

Edgerly Roberts

Portfolio Manager-Fixed Income bij Eagle Bluffs Wealth Management LLC

Finance
Consumer Services

Profiel

Ms. Edgerly E.
Roberts is a Portfolio Manger of Fixed Income at Eagle Bluffs Wealth Management LLC.
She is always seeking a challenge to conquer or a problem to solve.
Through prudent and disciplined portfolio management and investment analysis, she seeks to find the best opportunities for clients to achieve their financial dreams.
She has over 10 years of experience in the financial services industry, with over 6 of those years focused on investment analysis and research.
Prior to joining Eagle Bluffs Wealth Management, Ms. Roberts served as the Senior Portfolio Analyst at a regional bank in Columbia, MO.
During her tenure there, she earned her Accredited Portfolio Management Advisor certification, allowing her to specialize in the fine-tuning of portfolio creation and augmentation processes while also managing fixed-income portfolios.
She earned her bachelor’s degree in Psychology at Samford University in Birmingham.

Actieve functies van Edgerly Roberts

BedrijvenFunctieBegin
Portfolio Manager-Fixed Income 01-11-2020
Alle actieve functies van Edgerly Roberts

Eerdere bekende functies van Edgerly Roberts

BedrijvenFunctieEinde
Corporate Officer/Principal 01-11-2020
Corporate Officer/Principal 01-02-2020
Corporate Officer/Principal 01-07-2014
Ervaring van Edgerly Roberts in detail bekijken

Opleiding van Edgerly Roberts

Samford University Undergraduate Degree

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Ervaring van Edgerly Roberts in detail bekijken

Connecties

13

Eerstegraads connecties

5

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Persoonlijk netwerk weergeven

Verwante bedrijven

Bedrijven in privébezit4

Finance

Finance

Finance

Finance

Zie bedrijfsconnecties
  1. Beurs
  2. Insiders
  3. Edgerly Roberts