Robert Pickels Email and Phone Number
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After nearly 20 years as an analyst and portfolio manager for large organizations, I decided to transition to a new role as a portfolio manager and financial advisor for Whitney & Company. The primary motivation for this change was that I wanted to work more closely with clients and to leverage my skill set to help people solve their financial problems and meet their financial goals. At Whitney & Company, I play a significant role in shaping the firm’s investment strategy, and work with a team of financial planning professionals to help clients address a broad array of financial challenges.If our team can be of assistance to you in any way, please don’t hesitate to contact me at rpickels@whitneycompany.net.
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Partner, Chief Investment OfficerWhitney & CompanyRochester, Ny, Us
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Partner, Chief Investment OfficerWhitney & Company Jan 2020 - PresentRochester, New York, Us• Responsible for the firm's investment strategy and setting overall investment policies and strategies.• Lead research team that selects equity, fixed income and alternative investments for inclusion in client portfolios. • Manage relationship with all third-party investment managers and investment research providers.• Maintain oversight of internal investment team. -
Senior Vice President, Portfolio ManagerWhitney & Company Sep 2017 - Jan 2020Rochester, New York, Us• Key member of investment team responsible for the firm’s investment strategy and setting overall investment policies and strategies.• Responsible for the day-to-day management of investments for a specific group of clients across a mix of investment vehicles.• Research a range of investment vehicles (common stocks, bonds, preferred stocks, mutual funds, ETFs etc.) and make recommendations on which to include in client portfolios.• Conduct due diligence on third-party investment managers and investment vehicles.• Manage relationship with all third-party investment managers and investment research providers.• Maintain oversight of internal investment team.
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Managing Director, Services GroupManning & Napier Advisors, Llc Mar 2016 - Aug 2017Fairport, Ny, Us• Manage a team of six analysts and associates covering the media, financials, utilities, telecom and business services industries.• Responsible for all aspects of group’s research efforts including investment recommendations, security selection, weekly meetings and staff recruitment & development.• Generate bottom-up investment recommendations and industry overviews.• Make buy/sell decisions for individual equities in $30+ billion global portfolio. -
Managing Director & Portfolio Manager, Focused Opportunities GroupManning & Napier Advisors, Llc May 2013 - Feb 2016Fairport, Ny, Us• Co-Portfolio Manager of the Manning & Napier Focused Opportunities Series mutual fund and the Manning & Napier Large Cap Focused Opportunities Series SMA.• Led development and launch of Focused Opportunities Series’ products, a group of portfolios devoted to valuation-driven and catalyst-driven investment opportunities launched December 2013.• Oversee research efforts of Focused Opportunities Group (FOG) including investment process, security selection, portfolio management, weekly meetings and staff development.
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Senior Equity Analyst - Capital Goods & Materials GroupManning & Napier Advisors, Llc Aug 2002 - May 2013Fairport, Ny, Us• Key member of investment team that outperformed the S&P 500 benchmark eleven consecutive years (ended 2009), and received numerous accolades including finalist ranking for Morningstar International Manager of Decade, multiple Lipper awards, and two S&P Capital Silver Awards. • Personal accomplishments include:o Regularly maintained investments of greater than $1 billion. o Generated $1.4 billion in investment profits for clients.o Consistently outperformed relevant benchmarks.o Became partner in firm (2007).o Received department leadership award (2013).o Selected to Senior Research Group (2013), which maintains oversight of all of the firm's investment products.• Conducted in-depth fundamental research to identify attractive investment opportunities and monitor existing holdings across all capitalization ranges and geographies within the Industrials sector. • Wrote detailed buy recommendations containing individual company analysis, evaluations of the industry and competitors, financial models and projections and multiple valuation methodologies.• Interacted with existing clients, client prospects, internal sales/marketing force, and various media sources to discuss investment process, current portfolio positions, and portfolio performance.
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Portfolio Manager, Small Cap FundManning & Napier Advisors, Llc Sep 2006 - Jan 2011Fairport, New York, Us• Co-Portfolio Manager of the Manning & Napier Small Cap Fund and related separately managed account (SMA).• Achieved cumaltive outperformance relative to benchmark of ~400bps during tenure.• Developed a separate account product and led effort to market to consultants and institutional investors. • Participated in finals presentations that resulted in multiple client wins and a material increase in AUM. -
Research AssociateBear Stearns & Co. Mar 1998 - Jul 2002Montreal, Qc, Ca• Supported several senior equity analysts including #1 ranked Freight Transportation analyst (Ed Wolfe). • Created and maintained financial models to determine valuation and forecast earnings.• Wrote company reports and First Call notes for publication and performed general industry research. • Participated in on-site due diligence meetings with senior management of covered companies.• Liaison between sales and trading, institutional clients, and company managements. -
Equity Research AssociateRodman & Renshaw Aug 1997 - Feb 1998Assisted health care services equity analyst in maintaining coverage of a select group of companies.
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Research AnalystPearl Meyer & Partners Aug 1996 - Aug 1997Wellesley, Massachusetts, Us• Assisted five partners in the analysis and design of executive compensation programs.• Extensive research included in-depth proxy statement and financial statement analysis. -
Research AnalystGeorgeson & Company Aug 1994 - Sep 1996New York, UsAssisted clients in analyzing/monitoring shareholder base and managing investor relations program.
Robert Pickels Skills
Robert Pickels Education Details
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Hamilton CollegeEconomics -
Vernon Verona Sherrill High SchoolHigh School
Frequently Asked Questions about Robert Pickels
What company does Robert Pickels work for?
Robert Pickels works for Whitney & Company
What is Robert Pickels's role at the current company?
Robert Pickels's current role is Partner, Chief Investment Officer.
What is Robert Pickels's email address?
Robert Pickels's email address is rp****@****any.net
What is Robert Pickels's direct phone number?
Robert Pickels's direct phone number is +158559*****
What schools did Robert Pickels attend?
Robert Pickels attended Hamilton College, Vernon Verona Sherrill High School.
What are some of Robert Pickels's interests?
Robert Pickels has interest in Football, Investing, Reading, Sports, Tennis, Hockey.
What skills is Robert Pickels known for?
Robert Pickels has skills like Equity Research, Portfolio Management, Equities, Investments, Investment Management, Valuation, Equity Valuation, Analysis, Mutual Funds, Financial Modeling, Chartered Financial Analyst, Financial Analysis.
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