Profiel
Mr. Robert B.
Varn, CFA, is a Managing Director at Lakeview Capital Partners LLC.
He is also the Chief Investment Officer and Partner of the firm.
Mr. Varn co-founded Varn Investment Counsel, Inc. with his father, Robert M.
Varn, in 1993.
Together, they focused on proprietary research of Georgia companies.
He received his undergraduate degree from Wake Forest University.
Eerdere bekende functies van Rob Varn
| Bedrijven | Functie | Einde |
|---|---|---|
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Chief Investment Officer | 02-12-2021 |
Varn Investment Counsel, Inc.
 Varn Investment Counsel, Inc. Investment ManagersFinance Varn Investment Counsel, Inc. provides investment services. The private company is based in Atlanta, GA. | Corporate Officer/Principal | 31-12-2009 |
Opleiding van Rob Varn
| Wake Forest University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Finance |
Varn Investment Counsel, Inc.
Varn Investment Counsel, Inc. Investment ManagersFinance Varn Investment Counsel, Inc. provides investment services. The private company is based in Atlanta, GA. | Finance |
