Profile
Mr. Robert A.
Zellers is Senior VP & Senior Portfolio Manager at The Private Client Reserve.
He will provide clients with an integrated investment approach, offering asset allocation strategies and recommendations to help them work toward their goals of building and maintaining wealth.
Prior to joining The Private Client Reserve in July 2015, he was a portfolio manager with BMO Private Bank and its predecessor organizations (M&I Wealth Management Corp., and Harris Investment Management, Inc.) for 30 years.
He received his Bachelor of Arts in English and American Literature from Miami University and a Master’s degree in English and American Literature from the University of Michigan.
Former positions of Robert Atlee Zellers
| Companies | Position | End |
|---|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Portfolio Manager-Equities | - |
Training of Robert Atlee Zellers
| University of Michigan | Graduate Degree |
| Miami University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
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