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Experienced Wealth Management Adviser with a genuine passion for working with highly successful individuals and families towards achieving their financial goals. Skilled in financial planning, investment advisory and management, retirement planning, and wealth preservation.
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Managing PrincipalCausey Wealth Jul 2024 - PresentPrincipal and Co-Chief Investment Officer at Causey Wealth. We are a fee-only fiduciary and SEC-Registered Investment Advisor (RIA). We provide institutional-quality investment strategies and holistic financial planning services to protect and grow clients’ assets to ensure their long-term financial success. -
Venture Investment AdviserMediacast Ventures Jun 2017 - PresentDenver, Co, UsInvestment Advisor to Mediacast Ventures, LLC as a key member of its Investment Committee. Institutional background brings extensive Alternative Investment experience along with deep financial and deal due diligence expertise to assist in investment analysis and portfolio company selection process.Mediacast Ventures is a venture capital fund that invests in post-revenue companies with strong operational foundations in need of marketing exposure and increased brand value. Mediacast helps emerging brands and products scale by financing marketing programs and launches. Mediacast invests capital, ad media, and marketing services into growth stage private companies for equity.www.mediacastventures.com -
Principal, Chief Investment OfficerCausey Demgen & Moore P.C. Nov 2013 - Jul 2024A Shareholder and Principal at Causey, I serve as Practice Director and the Chief Investment Officer of the Wealth Management team. Our practice is a fee-only fiduciary and SEC-Registered Investment Advisor (RIA). I provide institutional-quality investment strategy to protect and grow clients’ assets and ensure their long-term financial success.
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Director - Director Of ResearchCredit Suisse Nov 2008 - Jul 2013Zurich, ChManaged HOLT’s research and model development team whose members come from diverse disciplines including: accounting, finance, mathematics, engineering, and computer science. Formulated, prioritized, and directed research agenda to enhance the efficacy and performance of the CFROI® equity valuation model, quantitative tools, and aggregate valuation models for country and sector rotation.Consulted, advised, and presented custom research projects for top-tier institutional asset managers on: asset/equity allocation, idea generation and screening, equity valuation modelling, stock selection, portfolio construction, risk management, factor performance, and quantitative analysis.Member of Regional Operating Committee comprised of leading managers tasked with shaping and communicating strategic vision, examining client strategy, conducting enterprise-level decisions, and determining resource allotment.Member of CFROI Framework Committee, a global body of senior valuation experts responsible for approving all changes to HOLT framework, CFROI valuation model, and development of new products. -
Vice President - Portfolio ManagerCredit Suisse Jun 2005 - Nov 2008Zurich, ChManaged equity and credit portfolios using a relative value security selection strategy with a sector allocation overlay. Outperformed benchmark (HFRI Relative Value Index) by 275 bps, 120 bps, and 195 bps, respectively, each year. Investment process adopted and leveraged across other teams.
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Associate - Investment AnalystCredit Suisse May 2001 - Jun 2005Zurich, ChResponsible for macroeconomic research and equity strategy reports on asset/equity allocation. Led development of aggregate equity valuation models and tools for region, country, and sector/industry allocation. Produced and presented investment insights to asset management clients and consulted on quantitative signals and portfolio attribution. Assembled a full suite of data, tools and analytics used in a new product offering for fixed-income asset managers.
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Analyst - Investment ResearchInvesco Jun 1999 - May 2001Atlanta, Ga, UsResponsible for fund administration and monitoring/clearing portfolio purchases and sales for equity and senior loan mutual funds. Built processes to partially automate annual/quarterly financial statements and daily Net Asset Value (NAV) pricing. Identified and developed relationship with clearing firm Senior Loan Pricing Corp to price and settle senior loan transactions.
Robb Stone Skills
Robb Stone Education Details
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University Of DenverFinance
Frequently Asked Questions about Robb Stone
What company does Robb Stone work for?
Robb Stone works for Causey Wealth
What is Robb Stone's role at the current company?
Robb Stone's current role is Managing Principal at Causey Wealth.
What is Robb Stone's email address?
Robb Stone's email address is rs****@****pas.com
What is Robb Stone's direct phone number?
Robb Stone's direct phone number is +130329*****
What schools did Robb Stone attend?
Robb Stone attended University Of Denver.
What are some of Robb Stone's interests?
Robb Stone has interest in Skiing, Art, Active Member Of Cfa Society Colorado, Reading, Biking, Music, Theater, Travel, Wine.
What skills is Robb Stone known for?
Robb Stone has skills like Equities, Valuation, Portfolio Management, Fixed Income, Investments, Equity Valuation, Financial Modeling, Asset Allocation, Asset Management, Financial Markets, Credit Risk, Capital Markets.
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