Profile
Prior to joining Avalon Advisors, Robert was Chief Investment Officer for Amegy Bank NA in Houston.
Robert’s earlier multi-decade investment management career included senior level positions as Managing Director of J.P.
Morgan Chase & Co. and Head of U.S.
Equity Funds, Research and Trading for Chase Asset Management.
Robert began his equity fund management career after completing the Investment Division Management Training Program at the Bank of New York in 1979.
Robert holds a B.A.
in Economics from Vassar College and an MBA in Finance from the New York University Stern Graduate School of Business.
Former positions of Robert Lewis Heintz
| Companies | Position | End |
|---|---|---|
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Portfolio Manager-Equities | 2010-12-30 |
Amegy Bank NA
 Amegy Bank NA Major BanksFinance Amegy Bank NA offers banking products and services. It specializes in small business banking; treasury management and investment services for companies, small businesses, private financial management and trust services for families and individuals. The firm also offers retail and mortgage banking services, payables and receivables solutions, and risk and wealth management services. The company was founded by Ernest H. Cockrell in 1990 and is headquartered in Houston, TX. | Corporate Officer/Principal | 2006-07-29 |
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | 2002-09-29 |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | 1983-05-29 |
Training of Robert Lewis Heintz
| Vassar College | Undergraduate Degree |
| New York University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| JPMORGAN CHASE & CO. | Finance |
| Private companies | 3 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
Amegy Bank NA
Amegy Bank NA Major BanksFinance Amegy Bank NA offers banking products and services. It specializes in small business banking; treasury management and investment services for companies, small businesses, private financial management and trust services for families and individuals. The firm also offers retail and mortgage banking services, payables and receivables solutions, and risk and wealth management services. The company was founded by Ernest H. Cockrell in 1990 and is headquartered in Houston, TX. | Finance |
BNY Mellon, NA
BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Finance |
- Stock Market
- Insiders
- Robert Lewis Heintz
