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CHARLES W. Robinson III, CFA CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER charles@robinsonvalue.com Mr. Robinson shares responsibility for all the activities of the firm, leading security analysis, portfolio management, information technology systems, and compliance. Mr. Robinson has over 20 years of experience in portfolio management and is the founding principal of RVM. As a vice president and portfolio manager for NationsBank, Mr. Robinson managed over $200 million in individual client assets. He also served on a small team (with John and Chris Leavy) managing over $750 million in institutional assets at Leavy Investment Management, Inc. in the early 1990's. His prior experiences include venture capital, traditional bank lending, as well as trading futures and options on the floor of the Chicago Mercantile Exchange and as a registered Commodity Trading Advisor (CTA). Mr. Robinson instructed portfolio theory and computer applications in finance at the University of Texas at San Antonio's Graduate School of Business. A CFA Charterholder, he is a member of the CFA Institute and a past president of the San Antonio Society of Financial Analysts. He holds an MBA from the University of Texas at San Antonio and a BA in Economics from Davidson College. Mr. Robinson currently serves on the Session of First Presbyterian Church, on the Capital Campaign for Keystone School, and as Secretary for the Merry Knights of King William. |
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| Robinson Value Management, Ltd. 342 W. Woodlawn Avenue, #201 San Antonio, Texas 78212 |
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| Phone: | 210.490.2545 | |
| Fax: | 210.490.2353 | |
| amy@robinsonvalue.com | ||