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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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Two Tips That Will Help Plan Sponsors Lower Retirement Plan Fees

The uneven economic recovery from the COVID-19 pandemic continues to exert financial pressure on companies of nearly every size, forcing management to take a magnifying glass to all operations and administrative costs, including funds allocated to match employee...

The Morning View: August 7, 2020

The Morning View: August 7, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, the economy added 1,763,000 jobs in July, more than expected. The Leisure & Hospitality and Retail Trade industries were strong, while the Information Services and Mining &...

Monthly Investment Commentary

Monthly Investment Commentary

August 2020 BY: FRANK HOSSE Director of Investments – Argent Trust Company  |  615.385.2720 Global equities continue to march upward and dig out of the hole created in March. After falling more than 30% from the start of the year through March 23, the S&P 500...

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