Profile
Mr. Robert S.
McDougall, CFA MBA, is an Vice President of Investment Strategy at Zhang Financial LLC.
He has over 30 plus years experience in the Financial Services Industry.
Mr. McDougall was previously employed as a Senior Vice President & Portfolio Manager by Nuveen Asset Management LLC, a Portfolio Manager by US Bancorp Asset Management, Inc., a Vice President by M&I Investment Management Corp., and an Assistant Vice President by Bank of Boston Corp.
He received his undergraduate degree from the University of Michigan and an MBA from The University of Chicago.
Rob McDougall active positions
Companies | Position | Start |
---|---|---|
Zhang Financial LLC
Zhang Financial LLC Investment ManagersFinance Zhang Financial LLC is an independent, SEC-registered investment advisor headquartered in Portage, Michigan. The firm was founded by Charles Zhang in 2012. Zhang Financial offers asset management and advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit sharing plans, and municipal government entities. | Market Strategist | 2018-08-31 |
Former positions of Rob McDougall
Companies | Position | End |
---|---|---|
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Portfolio Manager-Equities | 2010-12-30 |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Analyst-Equity | 2003-12-30 |
Bank of Boston Corp. | Corporate Officer/Principal | 1997-12-31 |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Portfolio Manager-Equities | - |
Training of Rob McDougall
University of Michigan | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
---|---|
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
Bank of Boston Corp. | Finance |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Finance |
Zhang Financial LLC
Zhang Financial LLC Investment ManagersFinance Zhang Financial LLC is an independent, SEC-registered investment advisor headquartered in Portage, Michigan. The firm was founded by Charles Zhang in 2012. Zhang Financial offers asset management and advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit sharing plans, and municipal government entities. | Finance |
- Stock Market
- Insiders
- Rob McDougall