Robert Strauss, CFA

  • 0
  • August 14, 2018
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SENIOR PORTFOLIO MANAGER

Chartered Financial Analyst

FINRA Series 7 & 63 licensed

B.S. (Business Administration), University of South Carolina

Robert joined the Heritage Team in 2018 and brings more than 20 years of experience in the investment industry. He serves as senior portfolio manager for Heritage Trust. Prior to Heritage, Robert served as Managing Director at Stephens, Inc. in Little Rock, AR focusing on equity product management and capital markets. He also was an Investment Manager on the buy-side for more than 12 years with both Friess Associates, the then Manager of Brandywine Funds, and with Greenville Capital Management (GCM) in Greenville, Delaware. He served as Senior Equity Analyst and CIO/Portfolio Manager at Friess and GCM respectively. Robert Strauss also was a Vice President, Equity Research at Wachovia Securities in Charlotte, NC.

A South Carolina native, Robert holds a bachelor’s degree in Business Administration, with a concentration in Economic Security and Risk Management from the University of South Carolina. He is also a Chartered Financial Analyst (CFA) charter holder and is FINRA Series 7 & Series 63 licensed.

He and his wife, Cheryl, have three daughters, Olivia, Emily,and Lena, and a son, Thomas. In his free time Robert enjoys any physical and outdoor activity, especially working out, researching investment ideas, and being with the family.