Bob Fontana

Bob Fontana

Chief Investment Officer at Investors Trust Co. (North Carolina)

54 year
Finance
Consumer Services

Profile

Mr. Robert G.
Fontana, CFA MBA, is Chief Investment Officer at Investors Trust Co. (North Carolina).
He manages portfolios for existing clients, oversees the investment activities of the firm, and supports business development efforts.
Throughout his career, he has focused on serving the investment needs of individuals, institutions, and high net worth clients.
Mr. Fontana began his investment career in 1998 when he joined Interstate/Johnson Lane as an equity research analyst covering technology stocks, and he continued that role with Wachovia Securities until 2001.
From 2001 to 2006, he served as the equity research analyst for the North Carolina hedge fund firm Covenant Capital, LLC.
He has served in a variety of roles since 2006 including as chief financial officer for TCA Financial Group, LLC; president and chief investment officer for Caritas Capital, LLC; and as principal, portfolio manager, and director of research for Portfolio Capital Management, Inc. In addition to earning his MBA from Duke University's Fuqua School of Business and his undergraduate degree from Georgetown University, he has earned the designation of Chartered Financial Analyst and holds a Series 27 securities license.

Bob Fontana active positions

CompaniesPositionStart
Chief Investment Officer -
All active positions of Bob Fontana

Former positions of Bob Fontana

CompaniesPositionEnd
Analyst-Equity -
Founder -
Director of Finance/CFO -
Director of Research - Equity -
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Training of Bob Fontana

Duke University Masters Business Admin
Georgetown University Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

73

1st degree connections

7

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Linked companies

Private companies5

Finance

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Finance

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