Profile
Mr. Robert Gaan is a Chief Investor Relations Officer at The Weil Co. and a Managing Director at CWC Asset Advisors, Inc. He helps client families manage their investments and organize their financial lives.
He advises families on retirement and estate planning, college funding, philanthropic planning, taxation, small business planning and insurance.
He has spent his entire career in the financial services industry.
With a background in financial planning, investment analysis, real estate syndication and private venture fundraising, he possesses a unique skillset that he can draw upon to benefit clients every day.
Mr. Gaan earned a Bachelor of Arts degree in Economics from the University of California, Los Angeles.
Robert Gaan active positions
| Companies | Position | Start |
|---|---|---|
CWC Asset Advisors, Inc. (PE/VC)
CWC Asset Advisors, Inc. (PE/VC) Investment ManagersFinance CWC Asset Advisors invests in companies located in the United States primarily in California. The firm focuses on health technology, medical devices and diagnostics sectors. It provides financing for early stage transactions with an investment of USD 0.5 - 3 million. | Private Equity Investor | - |
Former positions of Robert Gaan
| Companies | Position | End |
|---|---|---|
| PUBLIC STORAGE | Corporate Officer/Principal | 30/07/1999 |
Angeles Corp.
Angeles Corp. Recreational ProductsConsumer Durables Offers growing assortment of durable, innovative furniture, dramatic play, and rest products for early childhood classrooms worldwide | Corporate Officer/Principal | 30/08/1988 |
Training of Robert Gaan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Public Storage
Public Storage Real Estate Investment TrustsFinance Operates as a real estate investment trust that engages in ownership and development of self-storage facilities including tenant reinsurance and third-party self-storage management | Finance |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Angeles Corp.
Angeles Corp. Recreational ProductsConsumer Durables Offers growing assortment of durable, innovative furniture, dramatic play, and rest products for early childhood classrooms worldwide | Consumer Durables |
CWC Asset Advisors, Inc. (PE/VC)
CWC Asset Advisors, Inc. (PE/VC) Investment ManagersFinance CWC Asset Advisors invests in companies located in the United States primarily in California. The firm focuses on health technology, medical devices and diagnostics sectors. It provides financing for early stage transactions with an investment of USD 0.5 - 3 million. | Finance |
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