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 primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Chief Investment Officer | 02-12-2021 |
Varn Investment Counsel, Inc.
Varn Investment Counsel, Inc. Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 31-12-2009 |
Opleiding van Rob Varn
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Wake Forest University
Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Varn Investment Counsel, Inc.
Varn Investment Counsel, Inc. Investment ManagersFinance Provides investment services | Finance |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Finance |
















