Ann Loden Roberts
Chief Executive Officer at Weaver C. Barksdale & Associates, Inc.
Profile
Ms. Ann L.
Roberts is a Principal, President & Chief Executive Officer at Weaver C.
Barksdale & Associates, Inc. She is responsible for the overall leadership and management of the firm and is the Chairman of the Portfolio Review Committee.
In addition, she is involved with new business development for all the firm’s investment products as well as monitoring client relationship efforts to ensure not only client retention but also client referrals.
She has been with the firm since 2001.
Prior to joining the firm, she was at Robinson Investment Group for 8 years.
Ms. Roberts received her Bachelor of Science degree from Lipscomb University and her MBA, with a concentration in Finance, from the Owen School of Management at Vanderbilt University.
Ann Loden Roberts active positions
| Companies | Position | Start |
|---|---|---|
Weaver C. Barksdale & Associates, Inc.
 Weaver C. Barksdale & Associates, Inc. Investment ManagersFinance Weaver C. Barksdale & Associates, Inc., dba Barksdale Investment Management (BIM), is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Weaver C. Barksdale in 1984. BIM provides highly customized fixed income and equity management primarily to institutional clients. | Chief Executive Officer | 01/06/2017 |
Former positions of Ann Loden Roberts
| Companies | Position | End |
|---|---|---|
Robinson Investment Group, Inc.
 Robinson Investment Group, Inc. Investment ManagersFinance Robinson Investment Group, Inc. (RIG) is an independent, SEC-registered investment advisor headquartered in Brentwood, Tennessee. Founded in 1996, RIG provides personalized investment management to individuals, retirement plans, and financial institutions. | Corporate Officer/Principal | - |
Training of Ann Loden Roberts
| Lipscomb University | Undergraduate Degree |
| Vanderbilt University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Weaver C. Barksdale & Associates, Inc.
Weaver C. Barksdale & Associates, Inc. Investment ManagersFinance Weaver C. Barksdale & Associates, Inc., dba Barksdale Investment Management (BIM), is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Weaver C. Barksdale in 1984. BIM provides highly customized fixed income and equity management primarily to institutional clients. | Finance |
Robinson Investment Group, Inc.
Robinson Investment Group, Inc. Investment ManagersFinance Robinson Investment Group, Inc. (RIG) is an independent, SEC-registered investment advisor headquartered in Brentwood, Tennessee. Founded in 1996, RIG provides personalized investment management to individuals, retirement plans, and financial institutions. | Finance |
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