Robert McDougall

McDougall, Robert website 2018

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
  • 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

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | 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.