Robert McDougall, CFA, MBA
Associate Vice President - Investment Strategy
- Certified Financial Analyst (CFA)
- MBA - The University of Chicago
- BBA in Finance and Accounting - The University of Michigan - Ann Arbor
- 20+ 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
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.