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Bert Thomas Bowler
Chief Executive Officer at
Round Rock Advisors LLC
Profile
Mr. Bert T.
Bowler is a Private Wealth Advisor, Principal & Chief Compliance Officer at Round Rock Advisors LLC.
He has over 23 years of experience as a financial advisor.
Mr. Bowler started his professional career in financial planning with Ameriprise Financial Services, Inc. where he won several industry awards (e.g., FIVE STAR Wealth Manager).
In 1994, he founded the firm which later became Round Rock Advisors, LLC.
He is a Certifies Financial Planner practitioner.
He holds a Bachelor of Arts in Economics, from Kenyon University.
Bert Thomas Bowler active positions
| Companies | Position | Start |
|---|---|---|
Round Rock Advisors LLC
 Round Rock Advisors LLC Investment ManagersFinance Round Rock Advisors construct its portfolios using diversified mutual funds and/or exchange-traded funds (ETFs), to achieve the client’s investment goals. The firm primarily employs fundamental analysis in developing investment strategies. Their investment approach is primarily long-term focused, but they may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Chief Executive Officer | 31/03/2017 |
Training of Bert Thomas Bowler
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
45
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Kenyon College
 Kenyon College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Round Rock Advisors LLC
Round Rock Advisors LLC Investment ManagersFinance Round Rock Advisors construct its portfolios using diversified mutual funds and/or exchange-traded funds (ETFs), to achieve the client’s investment goals. The firm primarily employs fundamental analysis in developing investment strategies. Their investment approach is primarily long-term focused, but they may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Finance |
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