Robert R. Womack, Jr. Email & Phone Number

Greater Los Angeles Area

As a senior member of the leadership team, Rob brings his skills and technical expertise to ensure the shared services platform meets the needs of the company, our affiliates, and most importantly, Aristotle’s valued clients. With extensive experience in investment management across numerous functional areas including Portfolio Management, Trading.

Greater Los Angeles Area

Evaluating and initiating new business opportunities. Overseeing and working with key outside parties and coordinating internal efforts.

Greater Los Angeles Area

Coordinated strategic planning for full spectrum of organizational activities including budgeting, general staffing, and client servicing.Managed and oversaw Institutional Client Service & Reporting encompassing over 120 Client accounts and $190 billion in lendable assets.Developed new securities lending programs from conception to full operation in.

Los Angeles, CA

Assisted in the transition and integration of a high yield, investment management acquisition. Assisted in business development and due diligence.

Beverly Hills, CA

Identified public and private acquisition targets (primarily families or partnerships in privately held companies looking to liquefy and/or diversify their holdings, corporate orphans, and failed IPOs) where Atlas could make controlling equity investments meeting its aging baby boomer investment strategy and criteria for operating, financial and purchase.

Greater Los Angeles Area

Oversaw the management of a fixed income mutual fund family, including emerging market, European market, and U.S. Treasury and Agency market debt. Managed the operations of the mutual fund company and the Broker-Dealer. Developed business plans and adhered to budgets and cost controls. Ensured compliance with regulatory agency rules and procedures..

Greater Los Angeles Area

• Managed a U.S. Government and Mortgage Securities mutual fund. (The Value Line Mutual Fund Survey adjusted upward the Pilgrim Government Securities Income Fund’s overall ranking from 5 to 3 as its relative performance.
• Identifying relative value in respective asset classes.
• Drafting communications for purposes of educating shareholders, sales staff, and outside wholesalers. (Including shareholder letters, Management Discussion and Analysis, and Portfolio Performance Updates)
• Recommending and drafting changes to fund prospectus for purposes of improving fund competitiveness and performance.

Oakland, CA

Managed a $2.5 Billion mortgage-backed securities portfolio. Identified relative value within the Agency, AA, and whole loan mortgage and mortgage derivative sectors. Created arbitrage profits through the use of dollar rolls and mortgage options.Managed a U.S. Government and mortgage-backed securities mutual fund. (The Atlas Government and MBS Fund ranked.

San Francisco Bay Area

Analyzed savings and loan institutions’ applications to determine eligibility for advances, lines of credit, interest rate swaps, and letters of credit.Served as the primary contact in the Bank’s member calling program to facilitate relationship development, market a broad array of credit products, and enhance credit underwriting.

Mba, Finance

Bba, Finance/Marketing

Activities and Societies: Sigma Phi Epsilon