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Robert Strauss, CFA

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.

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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The Morning View: September 16, 2020

The Morning View: September 16, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for August increased 0.6%, less than expected. Strength occurred in food service & drinking places as well as clothing businesses, while stores for sporting goods,...

Argent Employee Spotlight – Dominique Richard

Argent Employee Spotlight – Dominique Richard

Q. What led you to Argent and what makes it unique? A. Towards the end of 2018, an employee in Argent’s Shreveport office (who I previously worked with at another firm) recommended Argent to myself and another former colleague in Baton Rouge. After several emails,...

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