Email

LinkedIn

Robert Strauss, CFA®

Senior Portfolio Manager, Investments

Chartered Financial Analyst
FINRA Series 7 & 63 licensed
B.S. (Business Administration), University of South Carolina

Robert Strauss joined the former Heritage team in 2018 and brings more than 20 years of experience in the investment industry. He serves as senior portfolio manager for Argent Trust Oklahoma. 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.

 

 

Oklahoma City

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

(405) 848-8899

Ponca City

400 E. Central Suite 406, Ponca City, OK 74601

(580) 765-8899

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.

READ MORE

Latest News & Resources

Insights

The Morning View: May 23, 2024

The Morning View: May 23, 2024

 Announced this morning, Initial Jobless Claims were 215,000 for the week ending May 18th, less than expected and 8,000 less than the revised figure from the previous week. In addition, Continuing Claims were 1,794,000 for the week ending May 11th, slightly more...

A Lesson in Leaving a Legacy

A Lesson in Leaving a Legacy

Annabeth and Carl Schneider (not their real names) immigrated to the U.S. from Europe in the late 1950s. In the early 1980s, the couple moved from the West Coast to the Deep South, where Carl enjoyed a successful career. The Schneiders never had children, but they...

The Morning View: May 15, 2024

The Morning View: May 15, 2024

 Announced this morning, the headline Consumer Price Index (CPI) increased 0.3% in April, less than expected and grew 3.4% on an annual basis, one-tenth below the annualized figure from the previous month. Monthly prices for Gasoline, up 2.8%, were relatively strong,...

Interested in speaking with

one of our experts?

Share This