Bob Gillooly

Chief Executive Officer at

Elmwood Wealth Management, Inc.

Finance

Consumer Services

Commercial Services

Profile

Mr. Robert C.
Gillooly, CFA, is a President at Elmwood Wealth Management, Inc. He is also a wealth manager and works together with the Elmwood team to serve clients in financial planning, investment management, tax planning, and estate planning.
He co-founded Elmwood with Shannon Lemon in 2012 when they decided to create a wealth management firm that focused on the overall financial health and well-being of each client.
Prior to co-founding Elmwood, he worked for Osborne Partners Capital Management for 18 years and was their Vice President, Chief Operating Officer and a principal of the firm.
He was a voting member of the four-person investment committee responsible for choosing individual securities and setting asset allocations for over $1 billion of client funds.
He also had sole responsibility for setting strategy for their approximately $300 million bond portfolio, as well as all equity trading strategies.
He also worked in the trust department at Union Bank of California performing trading, research and operational work, and on the Chicago Mercantile Exchange yelling and flashing hand signals in both the S&P 500 futures and Yen foreign currency pits.
Mr. Gillooly received his Bachelor of Arts Degree from the University of Michigan.
He earned the Chartered Financial Analyst (CFA) designation.

Bob Gillooly active positions

Companies	Position	Start
Elmwood Wealth Management, Inc. Elmwood Wealth Management, Inc. Investment ManagersFinance EWM manages equities, balanced, and fixed income accounts. They employ a long-term and total return philosophy, which means most portfolios have both a growth and income component. The firm utilizes an open architecture platform using a variety of investment strategies including domestic and foreign equities, bonds, and natural resources. EWM has two service offerings for their clients: (1) Full-Service offering which utilizes an actively managed portfolio and (2) Core Service offering that utilizes passively managed portfolios.	Chief Executive Officer	31/12/2011

All active positions of Bob Gillooly

Former positions of Bob Gillooly

Companies	Position	End
CFA Society of San Francisco CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides educational services	Director/Board Member	-
Chicago Mercantile Exchange, Inc. Chicago Mercantile Exchange, Inc. Investment Banks/BrokersFinance Provides financial derivatives market exchange services	Corporate Officer/Principal	-
Merus Capital Management Co. LLC Merus Capital Management Co. LLC Investment ManagersFinance Merus Capital invests in companies located in the United States. The firm targets companies operating in the field of the technology sector. It provides financing for early stage capital requirements.	Corporate Officer/Principal	-
Osborne Partners Capital Management LLC Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation.	Portfolio Manager-Equities	30/10/2012

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Linked companies

Private companies	6
Osborne Partners Capital Management LLC Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation.	Finance
Chicago Mercantile Exchange, Inc. Chicago Mercantile Exchange, Inc. Investment Banks/BrokersFinance Provides financial derivatives market exchange services	Finance
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merus Capital Management Co. LLC Merus Capital Management Co. LLC Investment ManagersFinance Merus Capital invests in companies located in the United States. The firm targets companies operating in the field of the technology sector. It provides financing for early stage capital requirements.	Finance
CFA Society of San Francisco CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides educational services	Commercial Services
Elmwood Wealth Management, Inc. Elmwood Wealth Management, Inc. Investment ManagersFinance EWM manages equities, balanced, and fixed income accounts. They employ a long-term and total return philosophy, which means most portfolios have both a growth and income component. The firm utilizes an open architecture platform using a variety of investment strategies including domestic and foreign equities, bonds, and natural resources. EWM has two service offerings for their clients: (1) Full-Service offering which utilizes an actively managed portfolio and (2) Core Service offering that utilizes passively managed portfolios.	Finance