Bob Reiser
Director/Board Member at Alliance Theatre
Profile
Mr. Robert E.
Reiser is a Senior Investment Advisor at Balentine LLC.
He brings nearly 50 years of investment experience and knowledge to the firm.
In 1971, Mr. Reiser joined Montag & Caldwell, where he was executive vice president before founding Reiser Associates, an investment management and consulting firm, in 1981.
Reiser Associates was acquired by Balentine & Company in 1998, and he became Balentine & Company’s Chief Investment Officer.
He was also CIO of Wilmington Trust Investment Management.
He is involved in a number of civic and philanthropic activities.
He currently serves as life director of the Alliance Theatre, treasurer and trustee of Oglethorpe University, and trustee of the John H.
and Wilhelmina D.
Harland Charitable Foundation.
He also worked in the Treasurer’s Office at Exxon Corporation.
Mr. Reiser holds an MBA from the University of Chicago Graduate School of Business and is an honors graduate of Wesleyan University and a graduate of Leadership Atlanta.
He holds a CFA designation.
Bob Reiser active positions
Companies | Position | Start |
---|---|---|
Balentine LLC
Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Portfolio Manager-Equities | 31/12/2008 |
The Atlanta Botanical Garden, Inc.
The Atlanta Botanical Garden, Inc. Other Consumer ServicesConsumer Services Atlanta Botanical Garden develops and maintains plant collections for display, education, research, conservation and enjoyment. The company was founded in 1976 and is headquartered in Atlanta, GA. | Director/Board Member | - |
Alliance Theatre
Alliance Theatre Media ConglomeratesConsumer Services Alliance Theatre is a national theater that aims to expand hearts and minds on stage and off. The private company was founded in 1968 and is based in Atlanta, GA. The company deeply engages with their local community and model radical inclusion and catalytic experiences on their stages, in their classrooms, and throughout their organization. The company believes that acknowledging and embracing differences in identity is essential to a dynamic cultural conversation, which is why they are committed to equity, diversity, and inclusion in all areas of their organization and programming. | Director/Board Member | - |
Former positions of Bob Reiser
Companies | Position | End |
---|---|---|
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Corporate Officer/Principal | 30/12/1981 |
Georgia State University Foundation | Chairman | - |
Wilmington Real Asset Fund Select LLC | Corporate Officer/Principal | - |
Exxon Corp. | Corporate Officer/Principal | - |
Wilmington Trust Investment Management LLC
Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Portfolio Manager-Equities | - |
Training of Bob Reiser
The University of Chicago | Masters Business Admin |
Wesleyan University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 8 |
---|---|
Wilmington Trust Investment Management LLC
Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Finance |
Wilmington Real Asset Fund Select LLC | Miscellaneous |
Balentine LLC
Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Finance |
Exxon Corp. | Energy Minerals |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Finance |
Georgia State University Foundation | Commercial Services |
The Atlanta Botanical Garden, Inc.
The Atlanta Botanical Garden, Inc. Other Consumer ServicesConsumer Services Atlanta Botanical Garden develops and maintains plant collections for display, education, research, conservation and enjoyment. The company was founded in 1976 and is headquartered in Atlanta, GA. | Consumer Services |
Alliance Theatre
Alliance Theatre Media ConglomeratesConsumer Services Alliance Theatre is a national theater that aims to expand hearts and minds on stage and off. The private company was founded in 1968 and is based in Atlanta, GA. The company deeply engages with their local community and model radical inclusion and catalytic experiences on their stages, in their classrooms, and throughout their organization. The company believes that acknowledging and embracing differences in identity is essential to a dynamic cultural conversation, which is why they are committed to equity, diversity, and inclusion in all areas of their organization and programming. | Consumer Services |
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