Profile
J.
Robert Varghese worked as a Director of Quantitative Research at Cadence Capital Management LLC from 2002 to 2008.
He also worked as an Analyst at GE Asset Management, Inc. in 1997 and as a Structured Finance Analyst at Morgan Stanley from 1995 to 1996.
From 1997 to 2001, he worked as a Vice President at FactSet Research Systems, Inc. He was also a Vice President & Senior Equity Research Analyst at SunTrust Banks, Inc. (Wealth Management) and the Chief Investment Officer at Arcus Capital Partners LLC (Georgia).
Varghese earned an undergraduate degree from Pace University in 1995 and an MBA from Northeastern University in 2006.
Former positions of Robert Varghese
| Companies | Position | End |
|---|---|---|
Covenant Multifamily Offices LLC
 Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Director of Investments | 30/12/2011 |
Cadence Capital Management LLC
 Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management LLC is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and is a subsidiary of CCM Holding LLC. Cadence provides investment advisory and supervisory services to institutions, mutual funds, individuals and private pooled investment vehicles. | Director of Research - Equity | 14/02/2008 |
| FACTSET RESEARCH SYSTEMS, INC. | Corporate Officer/Principal | 30/12/2001 |
GE Asset Management, Inc.
 GE Asset Management, Inc. Investment ManagersFinance GE Asset Management, Inc. is a mutual fund manager and registered investment advisor located in Stamford, Connecticut. The firm is a wholly-owned subsidiary of General Electric Co. (NYSE: GE). GE Asset Management provides investment management services to institutional and retail investors. The firm also offers a family of mutual funds designed to meet a wide variety of investment needs. | Analyst-Equity | 31/12/1996 |
| MORGAN STANLEY | Corporate Officer/Principal | - |
Training of Robert Varghese
| Northeastern University | Masters Business Admin |
| Pace University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| FACTSET RESEARCH SYSTEMS, INC. | Technology Services |
| MORGAN STANLEY | Finance |
| Private companies | 5 |
|---|---|
Cadence Capital Management LLC
Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management LLC is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and is a subsidiary of CCM Holding LLC. Cadence provides investment advisory and supervisory services to institutions, mutual funds, individuals and private pooled investment vehicles. | Finance |
GE Asset Management, Inc.
GE Asset Management, Inc. Investment ManagersFinance GE Asset Management, Inc. is a mutual fund manager and registered investment advisor located in Stamford, Connecticut. The firm is a wholly-owned subsidiary of General Electric Co. (NYSE: GE). GE Asset Management provides investment management services to institutional and retail investors. The firm also offers a family of mutual funds designed to meet a wide variety of investment needs. | Finance |
Covenant Multifamily Offices LLC
Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Finance |
SunTrust Banks, Inc. (Wealth Management)
 SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Finance |
Arcus Capital Partners LLC (Georgia)
 Arcus Capital Partners LLC (Georgia) Investment ManagersFinance Arcus Capital Partners LLC (Arcus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2008 by W. Ross Singletary, Steven “Steve” Edwards and Stephen “Steve” Sloan. Arcus provides investment advisory services to wealthy individuals, foundations, endowments and retirement plans. | Finance |
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