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Robert T. Stephenson
Founder at
JP Marvel Investment Advisors LLC
Profile
Mr. Robert T.
Stephenson is an Executive Vice President & Director of Research at JP Marvel Investment Advisors LLC.
He evaluates and manages investment portfolios to ensure the delivery of conflict-free, objective investment advice.
He works in collaboration with members of the Investment Committee to determine equity, fixed income, and asset allocation investment decisions for client portfolios.
He also serves on the firm’s Trading and Operations Committee.
In addition to previous experience as a Research Analyst and Portfolio manager, he served as Vice President of Investments at UBS PaineWebber.
He received his MBA in Finance from Boston College and his bachelor’s degree from Connecticut College.
Rob is also a member of the Boston Security Analysts Society.
Robert T. Stephenson active positions
| Companies | Position | Start |
|---|---|---|
JP Marvel Investment Advisors LLC
 JP Marvel Investment Advisors LLC Investment ManagersFinance JP Marvel offers a broad range of investment strategies. The firm combines proven, best-practice fundamentals with a tailored approach to ensure each client gets the most out of their investment. | Founder | 30/04/2007 |
Former positions of Robert T. Stephenson
| Companies | Position | End |
|---|---|---|
Longwood Investment Advisors, Inc.
 Longwood Investment Advisors, Inc. Investment ManagersFinance Longwood Investment Advisors provides services to pension and profit sharing plans, charitable organizations, individuals, investment companies, pooled investment vehicles and corporations. They manage separate client-focused equity portfolios and hedge funds. Longwood focuses on the US public equity markets, investing in growth-oriented value stocks of small-cap and mid-cap companies. For their small cap growth portfolios, Longwood invests in companies with market capitalizations between $300 million and $1.3 billion. For their small/mid cap growth portfolios, the firm invests in companies with market capitalizations between $600 million and $4 billion. Longwood employs fundamental analysis with a bottom-up stock picking approach to create their portfolios. The firm benchmarks the performance of their portfolios against the Russell 2000 Growth Index and Russell 2500 Growth Index. They use in-house research to make their investments. Longwood is a GARP manager that invests in a limited number of attractive, high quality growth companies that they project will have above-average growth in earnings and ROE. They look to find companies in the early stages of dynamic change that will result in accelerating earnings growth. Investment decisions are based on one criterion: the price at which they buy the stock must be attractive to its long-term intrinsic value. Longwood conducts fundamental research and places a high priority on accurately assessing the intrinsic value of a business before making investments. Longwood's approach is bottom-up and the basis of their fundamental research comes from three sources: stock chart/valuation screening and experience. | Portfolio Manager-Equities | 29/09/2007 |
UBS PaineWebber, Inc.
 UBS PaineWebber, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Corporate Officer/Principal | - |
Fahnestock & Co., Inc.
 Fahnestock & Co., Inc. Investment Banks/BrokersFinance Provides Brokerage Services. | Corporate Officer/Principal | - |
Training of Robert T. Stephenson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
42
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Longwood Investment Advisors, Inc.
Longwood Investment Advisors, Inc. Investment ManagersFinance Longwood Investment Advisors provides services to pension and profit sharing plans, charitable organizations, individuals, investment companies, pooled investment vehicles and corporations. They manage separate client-focused equity portfolios and hedge funds. Longwood focuses on the US public equity markets, investing in growth-oriented value stocks of small-cap and mid-cap companies. For their small cap growth portfolios, Longwood invests in companies with market capitalizations between $300 million and $1.3 billion. For their small/mid cap growth portfolios, the firm invests in companies with market capitalizations between $600 million and $4 billion. Longwood employs fundamental analysis with a bottom-up stock picking approach to create their portfolios. The firm benchmarks the performance of their portfolios against the Russell 2000 Growth Index and Russell 2500 Growth Index. They use in-house research to make their investments. Longwood is a GARP manager that invests in a limited number of attractive, high quality growth companies that they project will have above-average growth in earnings and ROE. They look to find companies in the early stages of dynamic change that will result in accelerating earnings growth. Investment decisions are based on one criterion: the price at which they buy the stock must be attractive to its long-term intrinsic value. Longwood conducts fundamental research and places a high priority on accurately assessing the intrinsic value of a business before making investments. Longwood's approach is bottom-up and the basis of their fundamental research comes from three sources: stock chart/valuation screening and experience. | Finance |
JP Marvel Investment Advisors LLC
JP Marvel Investment Advisors LLC Investment ManagersFinance JP Marvel offers a broad range of investment strategies. The firm combines proven, best-practice fundamentals with a tailored approach to ensure each client gets the most out of their investment. | Finance |
UBS PaineWebber, Inc.
UBS PaineWebber, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Finance |
Connecticut College
 Connecticut College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fahnestock & Co., Inc.
Fahnestock & Co., Inc. Investment Banks/BrokersFinance Provides Brokerage Services. | Finance |
Wallace E Carroll School of Management
 Wallace E Carroll School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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