Robert Andrew Floyd
Chief Executive Officer at BirchLeaf Investments, Inc.
Profile
Mr. Robert A.
Floyd, CFA, is a President & Lead Manager at BirchLeaf Investments, Inc. He founded BirchLeaf Investments (formerly R.A.
Floyd Capital Management Inc.) in 1999.
He has over 30 years of investment experience.
He also has extensive experience in managing Private Client, Pooled Funds, Pension Funds, Segregated Funds, Mutual Funds, and Corporate Funds.
Mr. Floyd previously worked for some of the larger insurance companies in Canada, ultimately as a Senior Vice President at PPM Fund Managers (formerly Prudential Assurance Company).
He also worked for Empire Life, New York Life and General Accident Assurance (now Aviva Canada Inc.).
He has managed assets of $1.7 billion.
He received his Political Science with Business Administration degree from Brock University.
Robert Andrew Floyd active positions
| Companies | Position | Start |
|---|---|---|
BirchLeaf Investments, Inc.
 BirchLeaf Investments, Inc. Investment ManagersFinance BirchLeaf Investments, Inc. is a privately-held investment management firm headquartered in Mississauga, Ontario, Canada. The firm was founded in 1999 by Robert Floyd as R.A. Floyd Capital Management Inc. They manage assets on a discretionary basis for private, corporate and institutional clients. | Chief Executive Officer | 1998-12-31 |
Former positions of Robert Andrew Floyd
| Companies | Position | End |
|---|---|---|
New York Life Insurance Co.
 New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Corporate Officer/Principal | 1988-01-01 |
| Davidson Partners Investment Counsel LLC | Corporate Officer/Principal | - |
Bedivere Insurance Co.
 Bedivere Insurance Co. Insurance Brokers/ServicesFinance Part of Armour Group Ltd. (Bermuda), Bedivere Insurance Co. is a company that provides insurance services. The company is based in Altoona, PA. | Corporate Officer/Principal | - |
PPM America, Inc.
 PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Corporate Officer/Principal | - |
| THE EMPIRE LIFE INSURANCE COMPANY | Corporate Officer/Principal | - |
Training of Robert Andrew Floyd
| Brock University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
BirchLeaf Investments, Inc.
BirchLeaf Investments, Inc. Investment ManagersFinance BirchLeaf Investments, Inc. is a privately-held investment management firm headquartered in Mississauga, Ontario, Canada. The firm was founded in 1999 by Robert Floyd as R.A. Floyd Capital Management Inc. They manage assets on a discretionary basis for private, corporate and institutional clients. | Finance |
The Empire Life Insurance Co.
 The Empire Life Insurance Co. Life/Health InsuranceFinance The Empire Life Insurance Co. engages in the provision of individual, group life and health insurance, investment and retirement products. It operates through the following products lines: Wealth Management, Employee Benefits, Individual Insurance, and Capital and Surplus. The company was founded by Milton Palmer Langstaff on January 11, 1923 and is headquartered in Kingston, Canada. | Finance |
PPM America, Inc.
PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Finance |
New York Life Insurance Co.
New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Finance |
Bedivere Insurance Co.
Bedivere Insurance Co. Insurance Brokers/ServicesFinance Part of Armour Group Ltd. (Bermuda), Bedivere Insurance Co. is a company that provides insurance services. The company is based in Altoona, PA. | Finance |
| Davidson Partners Investment Counsel LLC | Finance |
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