Robert Marshall

Robert Marshall Email and Phone Number

Lead Equity Portfolio Manager/Managing Director - TIAA Investment Management Group @ TIAA
Robert Marshall's Location
Greater Richmond Region, United States, United States
Robert Marshall's Contact Details
About Robert Marshall

I have spent more than 25 years working as an Equity Portfolio Manager and Analyst, with a consistent track record of outperforming my peers on both the buy-side and sell-side. I have had a range of sectoral specializations and have the core research skills and adaptability to pick up a new focus and contribute alpha in a short space of time.Starting my career at Technology Funding in 1990 as an Investment Analyst, I gained a deep understanding of research and analysis in a high-volume venture capital firm.In 1995, I moved to Wachovia Securities (Wheat First Butcher Singer) as a Senior Equity Analyst (sell-side), where I was ranked #1 for Investment Return – Housing Sector for two consecutive year by the Wall Street Journal "Best on the Street Survey.Between 2002 and 2012, I was an Equity Portfolio Manager for Eagle Asset Management (subsidiary of Raymond James Financial.) As part of a team of four PMs, we generated strong performance relative to the S&P 500 benchmark over a ten-year period. In addition to co-managing the primary large cap core equity product, I helped launch a mutual fund as well as a 130/30 long-short product, all of which contributed to a sizable rise in AUM. Since 2014, I have been employed by TIAA Private Asset Management as Lead Equity Portfolio Manager, running a $2.0BN large-cap core equity sleeve on behalf of HNWI, UHNWI, as well as Foundations, and Endowments. I have up-skilled the analyst pool, reworked investment processes, and begun to transition the product towards becoming more ESG aware.As an investor, I have a comprehensive understanding of financial markets, trends and entry / exit timing, and have developed a profitable and repeatable investment process with a verifiable history of beating the benchmark.I am always open to discussing opportunities or engaging with fellow professionals with similar interests.Please feel free to message me via LinkedIn.

Robert Marshall's Current Company Details
TIAA

Tiaa

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Lead Equity Portfolio Manager/Managing Director - TIAA Investment Management Group
Robert Marshall Work Experience Details
  • Tiaa
    Lead Equity Portfolio Manager / Managing Director
    Tiaa Mar 2014 - Present
    New York, Ny, Us
    Job Title: Senior Equity Portfolio Manager/TMT AnalystTime Period: Mar 2014 – PresentDescription:Lead Equity Portfolio Manager running the large-cap core equity strategy for the wealth management business of TIAA.Oversee a team of four industry specialized Analysts whilst retaining personal responsibility for research in the Information Technology (IT) sector.Published market commentary and thought leadership pieces daily, monthly and quarterly.
  • Davenport & Company Llc
    Senior Equity Analyst / Svp
    Davenport & Company Llc Feb 2013 - Feb 2014
    Richmond, Va, Us
    Job Title: Basic Industries / Senior Equity Research AnalystTime Period: Feb 2013 – Feb 2014Description:Basic industries research platform.Generated superior alpha by conducting fundamental bottom-up research, focused on quality of franchise, valuation, short- and medium-term catalysts, barriers to entry and relative value.
  • Eagle Asset Management
    Equity Portfolio Manager / Svp
    Eagle Asset Management Oct 2002 - Dec 2012
    Saint Petersburg, Florida, Us
    Eagle Asset Management was/is the asset management subsidiary of Raymond James FinancialJob Title: Equity Portfolio Manager / Senior Equity AnalystTime Period: Oct 2002 – Dec 2012Worked as part of a team of four Co-Portfolio Managers responsible for quality-biased, low turnover, concentrated, large-cap blend domestic equity product.Sector coverage - Information Technology and Communication Services.
  • Wachovia Securities, Llc
    Senior Equity Analyst, Svp/Director
    Wachovia Securities, Llc Jan 1995 - Oct 2002
    St. Louis, Missouri, Us
    Job Title: Senior Equity AnalystTime Period: Jan 1995 – Oct 2002Description:Lead sell-side research analyst for Homebuilders, Building Materials, Manufacturers and Distributors, Cement and Aggregates Producers, HVAC Manufacturing and Infrastructure Services.Ranked for three consecutive years in The Wall Street Journal’s “Best on the Street” survey: #1 in investment performance in Housing sector: May 2002, #1 in investment performance in Housing sector: May 2001, #3 in Housing sector estimate accuracy: May 2000.
  • Huberman & Riley
    Equity Research Analyst
    Huberman & Riley Dec 1992 - Mar 1994
    Job Title: Equity Research AnalystInstitutional equity research boutique. Authored and published sell-side equity research on the information technology sector.
  • Technology Funding
    Venture Capital Investment Analyst
    Technology Funding Jan 1990 - Aug 1992
    Job Title: Venture Capital Investment AnalystAlternative Investment firm with seven venture capital equity funds and three secured debt, focused on technology start-ups.

Robert Marshall Skills

Equities Equity Research Portfolio Management Valuation Asset Management Hedge Funds Mergers And Acquisitions Financial Analysis Investments Competitive Analysis Financial Modeling Private Equity Alternative Investments Buy Side Sell Side Venture Capital Industrial Sector Asset Managment Fixed Income Technology Venture Financing Industrials Sell Side Industry Analysis Materials Bloomberg Consumer Sector Merger And Acquisition Financing Capital Markets Wealth Management Finance Asset Allocation Investment Management Investment Strategies Securities Mutual Funds Analytics Management Leadership Team Leadership Interpersonal Skills Stock Picking Industry Research Interpersonal Leadership Trading Strategic Leadership

Robert Marshall Education Details

  • University Of Virginia
    University Of Virginia
    Economics
  • Santa Clara University
    Santa Clara University
    Finance

Frequently Asked Questions about Robert Marshall

What company does Robert Marshall work for?

Robert Marshall works for Tiaa

What is Robert Marshall's role at the current company?

Robert Marshall's current role is Lead Equity Portfolio Manager/Managing Director - TIAA Investment Management Group.

What is Robert Marshall's email address?

Robert Marshall's email address is ro****@****ail.com

What is Robert Marshall's direct phone number?

Robert Marshall's direct phone number is +120759*****

What schools did Robert Marshall attend?

Robert Marshall attended University Of Virginia, Santa Clara University.

What are some of Robert Marshall's interests?

Robert Marshall has interest in Motorcycling, Cooking, Gardening, Outdoors, Investing, Electronics, Home Improvement, Shooting, Crafts, Gourmet Cooking.

What skills is Robert Marshall known for?

Robert Marshall has skills like Equities, Equity Research, Portfolio Management, Valuation, Asset Management, Hedge Funds, Mergers And Acquisitions, Financial Analysis, Investments, Competitive Analysis, Financial Modeling, Private Equity.

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