Profiel
Mr. Stuart R.
Robertson is Co-President at Capital One Advisors LLC.
He joined the firm right after the launch of the unit in late 2005 and has played a key role in helping thousands of small and mid-size businesses have an intuitive and affordable 401(k) plan.
The company's online solution and singular focus on ETF/index-based investments makes it easy for any small business to set-up and manage their retirement accounts.
He earned a bachelor's degree in economics from the University of Colorado and holds an MBA in marketing from Indiana University.
Eerdere bekende functies van Stuart R. Robertson
| Bedrijven | Functie | Einde |
|---|---|---|
Capital One Advisors LLC
 Capital One Advisors LLC Investment ManagersFinance Capital One Advisors LLC (do-business-as ShareBuilder 401k) is an investment management firm headquartered in Seattle, Washington. The firm was founded in 2005 and is a subsidiary of Capital One Holdings LLC, ultimately held by Capital One Financial Corp. (NYSE: COF). ShareBuilder 401k offers 401(k) plan design consulting, employee education, digital setup, and investment management services to any size business and their employees. | President | 01-07-2019 |
Opleiding van Stuart R. Robertson
| The University of Colorado | Undergraduate Degree |
| Indiana University | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
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Capital One Advisors LLC
Capital One Advisors LLC Investment ManagersFinance Capital One Advisors LLC (do-business-as ShareBuilder 401k) is an investment management firm headquartered in Seattle, Washington. The firm was founded in 2005 and is a subsidiary of Capital One Holdings LLC, ultimately held by Capital One Financial Corp. (NYSE: COF). ShareBuilder 401k offers 401(k) plan design consulting, employee education, digital setup, and investment management services to any size business and their employees. | Finance |