Robert A. Willis

Finance

Consumer Services

Profile

Mr. Willis has twenty-five years experience in both public and private investment management positions, including roles as Quantitative Research Director and Pension Portfolio Manager for Forstmann-Leff Associates and Deputy State Investment Officer for the New Mexico Permanent Funds.
While in these two positions, he introduced new, valuation-driven investment disciplines which produced substantial out-performance of the general market averages.
Mr. Willis received his B.A.
degree from Lafayette College and his M.B.A.
from New York University's Stern School of Business.

Former positions of Robert A. Willis

Companies	Position	End
Avalon Trust Co. Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations.	Chief Investment Officer	31/12/2005
AG Asset Management LLC AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City	Corporate Officer/Principal	30/06/2004

See the detail of Robert A. Willis's experience

Training of Robert A. Willis

Lafayette College	Undergraduate Degree
New York University	Masters Business Admin

Experiences
Positions held

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Listed companies

Private companies