Bob Walsh
Investment Committee Member at Oxbow Advisors LLC
Profile
Mr. Robert E.
Walsh is a Senior Portfolio Manager at Oxbow Advisors LLC.
He is also a Director of Investment Strategy and member of the firm’s investment committee.
He has over five decades of industry experience and has been in the investment business since 1965.
Mr. Walsh was previously employed as a Principal by A.G.
Becker, Inc., a Portfolio Manager by Herndon Plant Oakley Ltd., and an Advisor by Woodway Financial Advisors.
He also served on the board at Rotan Mosle, Inc.
He graduated from the University of Wisconsin with a B.B.A.
in Business Administration.
Bob Walsh active positions
| Companies | Position | Start |
|---|---|---|
Oxbow Advisors LLC
 Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Investment Committee Member | 2011-01-31 |
Former positions of Bob Walsh
| Companies | Position | End |
|---|---|---|
Herndon Plant Oakley Ltd.
 Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Herndon Plant Oakley Ltd. (HPO) is an independent, SEC-registered investment advisor and broker-dealer firm headquartered in Corpus Christi, Texas. It was founded in 1998 by Brent Herndon, Phillip Plant and Ted Oakley. The firm’s broker-dealer activities comprise approximately 70% of their business activities with the remaining 30% estimated to be spent on investment advisor activities. HPO provides a full array of trading and execution services for their clients. | Corporate Officer/Principal | - |
| A.G. Becker, Inc. | Corporate Officer/Principal | - |
Rotan Mosle, Inc.
 Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Corporate Officer/Principal | - |
Woodway Financial Advisors
 Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Corporate Officer/Principal | - |
Training of Bob Walsh
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Herndon Plant Oakley Ltd.
Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Herndon Plant Oakley Ltd. (HPO) is an independent, SEC-registered investment advisor and broker-dealer firm headquartered in Corpus Christi, Texas. It was founded in 1998 by Brent Herndon, Phillip Plant and Ted Oakley. The firm’s broker-dealer activities comprise approximately 70% of their business activities with the remaining 30% estimated to be spent on investment advisor activities. HPO provides a full array of trading and execution services for their clients. | Finance |
Rotan Mosle, Inc.
Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Finance |
| A.G. Becker, Inc. | Finance |
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Finance |
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Finance |
- Stock Market
- Insiders
- Bob Walsh