Edgerly Roberts
Portfolio Manager-Fixed Income bij Eagle Bluffs Wealth Management LLC
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
| Bedrijven | Functie | Begin |
|---|---|---|
Eagle Bluffs Wealth Management LLC
 Eagle Bluffs Wealth Management LLC Investment ManagersFinance Eagle Bluffs Wealth Management LLC (Eagle Bluffs) is an independent registered investment advisor headquartered in Columbia, Missouri. The firm was founded by Nicholas J. Thurwanger in 2019. Eagle Bluffs offers investment advisory services to individuals, families trusts, estates, foundations and businesses. | Portfolio Manager-Fixed Income | 01-11-2020 |
Eerdere bekende functies van Edgerly Roberts
| Bedrijven | Functie | Einde |
|---|---|---|
Simmons Bank (Investment Management)
 Simmons Bank (Investment Management) Investment ManagersFinance Simmons Bank (Investment Management) (SB-IM) is the investment management division of Simmons Bank, a community bank headquartered in Pine Bluff, Arkansas. SB-IM provides investment services, retirement planning, insurance planning and estate planning to various types of clients. | Corporate Officer/Principal | 01-11-2020 |
Landmark Advisors LLC
 Landmark Advisors LLC Investment ManagersFinance Landmark Advisors LLC is a fund of hedge funds manager headquartered in New York City. The firm provides investment advice to various fund of hedge funds. | Corporate Officer/Principal | 01-02-2020 |
Wells Fargo International Banking Corp.
 Wells Fargo International Banking Corp. Regional BanksFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo International Banking Corp. is a company that provides international trade financing. The company is based in Charlotte, NC. | Corporate Officer/Principal | 01-07-2014 |
Opleiding van Edgerly Roberts
| Samford University | Undergraduate Degree |
Ervaring
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Landmark Advisors LLC
Landmark Advisors LLC Investment ManagersFinance Landmark Advisors LLC is a fund of hedge funds manager headquartered in New York City. The firm provides investment advice to various fund of hedge funds. | Finance |
Wells Fargo International Banking Corp.
Wells Fargo International Banking Corp. Regional BanksFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo International Banking Corp. is a company that provides international trade financing. The company is based in Charlotte, NC. | Finance |
Simmons Bank (Investment Management)
Simmons Bank (Investment Management) Investment ManagersFinance Simmons Bank (Investment Management) (SB-IM) is the investment management division of Simmons Bank, a community bank headquartered in Pine Bluff, Arkansas. SB-IM provides investment services, retirement planning, insurance planning and estate planning to various types of clients. | Finance |
Eagle Bluffs Wealth Management LLC
Eagle Bluffs Wealth Management LLC Investment ManagersFinance Eagle Bluffs Wealth Management LLC (Eagle Bluffs) is an independent registered investment advisor headquartered in Columbia, Missouri. The firm was founded by Nicholas J. Thurwanger in 2019. Eagle Bluffs offers investment advisory services to individuals, families trusts, estates, foundations and businesses. | Finance |
