Robert Gaan
Investor Relations Contact at The Weil Co.
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 |
|---|---|---|
The Weil Co.
 The Weil Co. Investment ManagersFinance The Weil Co. (WEIL) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Christopher Weil in 1989 and they do-business-as Christopher Weil & Co., Inc. WEIL provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, registered investment companies, other pooled investment vehicles (which include hedge funds), charitable organizations, and corporations and other businesses. | Investor Relations Contact | 30/06/1999 |
CWC Asset Advisors, Inc. (PE/VC)
 CWC Asset Advisors, Inc. (PE/VC) Investment ManagersFinance CWC Asset Advisors, Inc.(CWC Asset Advisors) is a private equity subsidiary of The Weil Co. founded in 2000 by Christopher Weil. The firm is headquartered in San Diego, California. | 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 Angeles Corp. offers furniture, dramatic play, and rest products for early childhood classrooms worldwide. Its products include trikes and riders, buggies and strollers, infant and toddler, rest mats, cot accessories and maintenance and repair. The company was founded by Claude Tindell in 1958 and is headquartered in Pacific, MO. | Corporate Officer/Principal | 30/08/1988 |
Training of Robert Gaan
| University of California, Berkeley | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| PUBLIC STORAGE | Finance |
| Private companies | 3 |
|---|---|
Angeles Corp.
Angeles Corp. Recreational ProductsConsumer Durables Angeles Corp. offers furniture, dramatic play, and rest products for early childhood classrooms worldwide. Its products include trikes and riders, buggies and strollers, infant and toddler, rest mats, cot accessories and maintenance and repair. The company was founded by Claude Tindell in 1958 and is headquartered in Pacific, MO. | Consumer Durables |
The Weil Co.
The Weil Co. Investment ManagersFinance The Weil Co. (WEIL) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Christopher Weil in 1989 and they do-business-as Christopher Weil & Co., Inc. WEIL provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, registered investment companies, other pooled investment vehicles (which include hedge funds), charitable organizations, and corporations and other businesses. | Finance |
CWC Asset Advisors, Inc. (PE/VC)
CWC Asset Advisors, Inc. (PE/VC) Investment ManagersFinance CWC Asset Advisors, Inc.(CWC Asset Advisors) is a private equity subsidiary of The Weil Co. founded in 2000 by Christopher Weil. The firm is headquartered in San Diego, California. | Finance |
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