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| Photo by Reenie Raschke - Studio Montclair |
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Work Experience
2001–2004 | Morrison &
Frazier, LLC | Lafayette, CA
Partner
» Performed fundamental equity analysis on stocks
in portfolio.
» Responsible for fixed income management and analysis
» Utilized technical analysis for risk control.
» Primary trader for equity and fixed income assets.
» Served as firm’s Compliance Officer.
» Responsible for client contact.
» Developed new business.
» Made presentations to groups ranging from 5 to
350 people.
2000–2001 | The Mechanics Bank
| Richmond, CA
Vice President & Portfolio Manager
» Managed balanced portfolios for individuals and
trusts.
» Fixed income manager for in-house mutual funds.
» Responsible for fundamental analysis on equities.
» Generated new stock ideas for portfolios.
» Responsible for economic overview for investment
meetings.
» Primary trader for equity and fixed income assets.
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Robert Bixby Green, Jr., CFA
President and Founder
16+ Years of Investment Industry Experience
Affiliations
* Member of the CFA Institute
* Member of the Security Analysts of San Francisco
* Member San Diego State University Alumni Association
| 1996–2000 | Jurika & Voyles,
LLP | Oakland, CA
Associate Portfolio Manager
» Co-managed approximately $300 million in fixed
income assets.
» Evaluated sector contribution to duration and
risk exposure.
» Primary trader for fixed income assets.
» Active participant in all decisions on portfolio
structure.
1994-1996 | Franklin Resources,
Inc. | San Mateo, CA
Fund Information Representative
» Provided marketing support for financial consultants.
» New employee trainer.
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