Robert T. Wattie

Vice President, Investments at Polaris Investment Partners, Inc
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

Topline Score

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

You need to have a working account to view this content. Click here to join now
Thomas O'Hara

I found Rob to be an outstanding thinker and analyst. His role at Hutchins, Wheeler & Dittmar (now Nixon Peabody) gave him very valuable experience in working with difficult people. His body of knowledge expanded greatly during his tenure here as the position required skill in many areas of investment research and portfolio management.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Series 3
    National Futures Association
    Jul, 2019
    - Sep, 2024
  • Certified Hedge Fund Professional
    Hedge Fund Group (HFG)
    Jan, 2011
    - Sep, 2024
  • Chartered Market Technician(CMT) - Inactive
    Market Technicians Association, Inc.
    Jun, 2004
    - Sep, 2024
  • Chartered Financial Analyst(CFA)
    CFA Institute
    Jun, 1998
    - Sep, 2024

Experience

  • Polaris Investment Partners, Inc
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President, Investments
      • Apr 2019 - Present
  • Newland Capital Management
    • United States
    • Principal
      • Jan 2005 - Dec 2011

      * All Cap SMA equity investing. * Disciplined approach to investing in U.S. companies based the combination of both fundamental and technical analysis. * All Cap SMA equity investing. * Disciplined approach to investing in U.S. companies based the combination of both fundamental and technical analysis.

  • Media Funding Management
    • Advertising Services
    • Consultant
      • Jan 2005 - Apr 2008

      • Identify publicly traded micro-cap companies for an equity for advertising exchange • Educate partners on weekly basis of new opportunities • Responsible for overseeing and/or disposition of stock received . • Identify publicly traded micro-cap companies for an equity for advertising exchange • Educate partners on weekly basis of new opportunities • Responsible for overseeing and/or disposition of stock received .

  • Nixon Peabody LLP
    • United States
    • Law Practice
    • 700 & Above Employee
    • Portfolio Manager/Analyst
      • Jan 1998 - Jan 2005

      • Implemented and maintained disciplined investment strategy for both taxable and non-taxable accounts ranging in size from $100,000 to $25 million • Found, researched, and presented new large and mid-cap growth oriented investment ideas across all industry groups to investment committee on a weekly basis • Maintained relationships with current clients and presented to prospective clients • Responsible for overseeing both fixed income and equity trading functions from strategy to execution

  • BNY Mellon
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Trust Specialist
      • Aug 1994 - Jan 1998

      • Received highest employee performance ranking in 1997 and 1998 • Liaison between the banks internal and external clients including investment managers and consultants as well as pension, endowment and other institutional investment staff • Developed an expertise in domestic and global portfolio accounting, performance measurement and investment analytics • Received highest employee performance ranking in 1997 and 1998 • Liaison between the banks internal and external clients including investment managers and consultants as well as pension, endowment and other institutional investment staff • Developed an expertise in domestic and global portfolio accounting, performance measurement and investment analytics

Education

  • Lafayette College
    BA, Economics, Sociology
    1989 - 1993
  • The Governor's Academy
    High School Diploma
    1986 - 1989

Community

You need to have a working account to view this content. Click here to join now