Robert McDougall, CFA®, MBA
Vice President - Investment Strategy
- Chartered Financial Analyst (CFA)
- MBA - The University of Chicago
- BBA in Finance and Accounting - The University of Michigan - Ann Arbor
- 30+ Years in the Financial Services Industry
- Previous Experience:
- Senior Vice President/Portfolio Manager - Nuveen Asset Management
- Director and Co-Manager - U.S. Bank Asset Management Corporation
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: firstname.lastname@example.org | Toll-Free: 888-777-0126
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.