Profiel
Prior to joining the Roosevelt Investment Group in March 2007, Mr. Moon was the Head Trader at Freedom Capital Management for 13 years.
Previous trading experience was gained at Tucker Anthony from 1991 to 1994.
Mr. Moon is a graduate of Syracuse University.
He is also a member of the Boston Securities Traders Association.
Eerdere bekende functies van Robert F. Moon
Bedrijven | Functie | Einde |
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Freedom Capital Management LLC
Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY). | Trading-Equity | 04-01-2007 |
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Trading-Equity | - |
Tucker Anthony Sutro | Trading-Equity | - |
Opleiding van Robert F. Moon
Syracuse University | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 3 |
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Freedom Capital Management LLC
Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY). | Finance |
Tucker Anthony Sutro | Finance |
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |