Career history of Bob J. Reed
Former positions of Bob J. Reed
Companies | Position | Start | End |
---|---|---|---|
Alexander Capital Management Group LLC
Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Head-Equity Investments | 31/12/1988 | 29/06/2010 |
Investment Committee Member | 31/12/1988 | 29/06/2010 | |
Portfolio Manager-Equities | 31/12/1988 | 29/06/2010 | |
Portfolio Manager-Fixed Income | 31/12/1988 | 29/06/2010 | |
First City National Bank of Houston
First City National Bank of Houston Major BanksFinance First City National Bank of Houston operates commercial banks. The private company is based in Houston, TX. | Corporate Officer/Principal | - | - |
First National Bank (Waupaca, Wisconsin)
First National Bank (Waupaca, Wisconsin) Major BanksFinance First National Bank is a nationally chartered commercial bank. The company is based in Waupaca, WI. | Corporate Officer/Principal | - | - |
CoBiz Wealth LLC
CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations. | Head-Equity Investments | 01/11/2010 | 02/11/2010 |
Investment Committee Member | 01/11/2010 | - | |
Portfolio Manager-Equities | 01/11/2010 | - | |
Portfolio Manager-Fixed Income | 01/11/2010 | - | |
Sales & Marketing | 02/11/2010 | - |
Training of Bob J. Reed
University of Oklahoma | Undergraduate Degree |
University of Colorado Health Sciences Center | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Head-Equity Investments | 2 |
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Alexander Capital Management Group LLC
Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Finance |
CoBiz Wealth LLC
CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations. | Finance |
First National Bank (Waupaca, Wisconsin)
First National Bank (Waupaca, Wisconsin) Major BanksFinance First National Bank is a nationally chartered commercial bank. The company is based in Waupaca, WI. | Finance |
First City National Bank of Houston
First City National Bank of Houston Major BanksFinance First City National Bank of Houston operates commercial banks. The private company is based in Houston, TX. | Finance |
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