Robert Stimson, CPA

Founder, Chief Executive Officer, Chief Investment Officer at Little House Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Hingham, Massachusetts, United States, US

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Bio

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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Founder, Chief Executive Officer, Chief Investment Officer
      • Nov 2017 - Present

      Bob formed Little House Capital in 2017. He oversees all facets of portfolio and investment strategy construction, asset allocation, and manager and security selection. He brings more than 33 years of experience in portfolio construction, investment research and management to this role. Bob formed Little House Capital in 2017. He oversees all facets of portfolio and investment strategy construction, asset allocation, and manager and security selection. He brings more than 33 years of experience in portfolio construction, investment research and management to this role.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Chief Investment Officer
      • Apr 2011 - Nov 2017

      In this role, Bob oversaw responsibility for $2 billion in assets for foundations, endowments, and high net worth clients, developing and constructing separately managed account models designed to meet the risk tolerance, investment objectives, and tax management needs of his clients. In this role, Bob oversaw responsibility for $2 billion in assets for foundations, endowments, and high net worth clients, developing and constructing separately managed account models designed to meet the risk tolerance, investment objectives, and tax management needs of his clients.

    • United States
    • Banking
    • 700 & Above Employee
    • Senior Portfolio Manager - Managing Director
      • Apr 2007 - Apr 2011

    • Investment Banking
    • 1 - 100 Employee
    • Managing Director and Senior Enterprise Software and Internet Analyst
      • 2005 - 2008

  • Banc of America Merrill Lynch
    • San Francisco Bay Area
    • Managing Director and Senior Enterprise Software Analyst
      • 1999 - 2005

  • Pioneer Investments
    • Greater Boston Area
    • Vice President, Portfolio Assistance and Technology Analyst
      • 1992 - 1999

    • United States
    • Investment Management
    • 700 & Above Employee
    • Senior Manager, Project Management Business Consulting Services
      • 1987 - 1992

    • Professional Services
    • 700 & Above Employee
    • Senior Auditor
      • 1984 - 1987

Education

  • Boston College - Wallace E. Carroll Graduate School of Management
    Master of Science - MS, Accounting and Finance
  • Ithaca College
    Bachelor of Science - BS, Accounting

Community

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