Forbes Lewis Watson
Corporate Officer/Principal bij RBC Funds Trust
Profiel
Forbes Lewis Watson is currently a Vice President & Senior Portfolio Manager at RBC Funds Trust.
Prior to this, he worked as a Vice President at RBC Global Asset Management (US), Inc. from 2002 to 2009.
He also worked as a Portfolio Manager at Trustmark Investment Advisors, Inc. and BankPlus (Wealth Management), and as a Principal at Glenwood Capital Investments, LLC.
Mr. Watson holds an MBA from Millsaps College and an undergraduate degree from the University of North Texas.
Actieve functies van Forbes Lewis Watson
Bedrijven | Functie | Begin |
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RBC Funds Trust | Corporate Officer/Principal | 02-12-2009 |
Eerdere bekende functies van Forbes Lewis Watson
Bedrijven | Functie | Einde |
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RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Portefeuillebeheerder-Aandelen | 31-12-2009 |
BankPlus (Wealth Management)
BankPlus (Wealth Management) Investment ManagersFinance BankPlus (Wealth Management) (BPWM) is the wealth management division of BankPlus, a community bank headquartered in Jackson, Mississippi. They are ultimately owned by BancPlus Corp. BPWM was founded in 1909 and provides discretionary and non-discretionary investment management services to individuals, family groups, corporations, foundations, and endowments. | Portefeuillebeheerder-Aandelen | - |
Trustmark Investment Advisors, Inc.
Trustmark Investment Advisors, Inc. Investment ManagersFinance Trustmark Investment Advisors, Inc. (TIAI) is a registered investment advisor headquartered in Ridgeland, Mississippi. The firm was founded in 2001 and is a wholly owned subsidiary of Trustmark National Bank (TNB), which is owned by Trustmark Corp. (NASDAQ: TRMK). TIAI provides investment management services to the clients of TNB’s Wealth Management Division (TWMD). Clients of TWMD include individuals, institutions, foundations, endowments, and charitable organizations. | Portefeuillebeheerder-Aandelen | - |
Glenwood Capital Investments, LLC | Corporate Officer/Principal | - |
Opleiding van Forbes Lewis Watson
Millsaps College | Masters Business Admin |
University of North Texas | Undergraduate Degree |
Ervaring
Beklede functies
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Bedrijven in privébezit | 5 |
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RBC Funds Trust | |
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Finance |
Trustmark Investment Advisors, Inc.
Trustmark Investment Advisors, Inc. Investment ManagersFinance Trustmark Investment Advisors, Inc. (TIAI) is a registered investment advisor headquartered in Ridgeland, Mississippi. The firm was founded in 2001 and is a wholly owned subsidiary of Trustmark National Bank (TNB), which is owned by Trustmark Corp. (NASDAQ: TRMK). TIAI provides investment management services to the clients of TNB’s Wealth Management Division (TWMD). Clients of TWMD include individuals, institutions, foundations, endowments, and charitable organizations. | Finance |
Glenwood Capital Investments, LLC | Finance |
BankPlus (Wealth Management)
BankPlus (Wealth Management) Investment ManagersFinance BankPlus (Wealth Management) (BPWM) is the wealth management division of BankPlus, a community bank headquartered in Jackson, Mississippi. They are ultimately owned by BancPlus Corp. BPWM was founded in 1909 and provides discretionary and non-discretionary investment management services to individuals, family groups, corporations, foundations, and endowments. | Finance |