Bob Bilkie
Chairman at EAGLE CAPITAL GROWTH FUND, INC.
Net worth: 38 995 $ as of 30/04/2024
Profile
Mr. Robert M.
Bilkie is a Chairman at Eagle Capital Growth Fund, Inc., a Chief Executive Officer and Wealth Advisor at Sigma Investment Counselors, Inc. and a Member at National Association of Insurance Commissioners.
He sets the strategic vision for the firm and also is actively involved in recruiting, attracting and mentoring the firm’s younger investment professionals.
He also acts as investment advisor for many of the firm’s clients, a role he cherishes, as well as participating on the firm’s Investment Committee.
Mr. Bilkie was previously employed as a Regional Director by Charles Schwab & Co., Inc.
He is a graduate of the University of Michigan and earned the Chartered Financial Analyst (CFA) designation in 1988.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 17/05/2024 | 4,193 ( 0.11% ) | 38 995 $ | 30/04/2024 |
Bob Bilkie active positions
| Companies | Position | Start |
|---|---|---|
| EAGLE CAPITAL GROWTH FUND, INC. | Chairman | 01/01/2006 |
Sigma Investment Counselors, Inc.
 Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments. | Chief Executive Officer | 01/01/1987 |
National Association of Insurance Commissioners
 National Association of Insurance Commissioners General GovernmentGovernment The National Association of Insurance Commissioners is an organization that aims to safeguard public interest, enhance competition in the insurance market, and improve state regulation of insurance. The non-profit company is based in Kansas City, MO and has subsidiaries in the United States. The organization provides various services such as publications, technology solutions, products, and data products. It also offers access to financial data and reports for insurance companies and groups. | Corporate Officer/Principal | - |
Former positions of Bob Bilkie
| Companies | Position | End |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 31/12/1983 |
| EAGLE CAPITAL GROWTH FUND, INC. | Director/Board Member | - |
Training of Bob Bilkie
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Sigma Investment Counselors, Inc.
Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
| Eagle Capital Growth Fund, Inc. | |
National Association of Insurance Commissioners
National Association of Insurance Commissioners General GovernmentGovernment The National Association of Insurance Commissioners is an organization that aims to safeguard public interest, enhance competition in the insurance market, and improve state regulation of insurance. The non-profit company is based in Kansas City, MO and has subsidiaries in the United States. The organization provides various services such as publications, technology solutions, products, and data products. It also offers access to financial data and reports for insurance companies and groups. | Government |
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