Rob Varn

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Consumer Services

Profile

Mr. Robert B. Varn, CFA, is a Managing Director at Lakeview Capital Partners LLC.
He is also the Chief Investment Officer and Partner of the firm.
Mr. Varn co-founded Varn Investment Counsel, Inc. with his father, Robert M.
Varn, in 1993.
Together, they focused on proprietary research of Georgia companies.
He received his undergraduate degree from Wake Forest University.

Former positions of Rob Varn

Companies	Position	End
Bison Wealth LLC Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis.	Chief Investment Officer	01/12/2021
Varn Investment Counsel, Inc. Varn Investment Counsel, Inc. Investment ManagersFinance Provides investment services	Corporate Officer/Principal	30/12/2009

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Linked companies

Private companies	3
Wake Forest University Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Varn Investment Counsel, Inc. Varn Investment Counsel, Inc. Investment ManagersFinance Provides investment services	Finance
Bison Wealth LLC Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis.	Finance

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