Bob Fontana
Chief Investment Officer at Investors Trust Co. (North Carolina)
Bob Fontana active positions
| Companies | Position | Start | End |
|---|---|---|---|
Investors Trust Co. (North Carolina)
 Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Chief Investment Officer | - | - |
| Portfolio Manager-Equities | - | - |
Career history of Bob Fontana
Former positions of Bob Fontana
| Companies | Position | Start | End |
|---|---|---|---|
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | 01/01/1998 | - |
Caritas Capital LLC
 Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Chief Investment Officer | 03/05/2010 | - |
| Founder | 31/05/2011 | - | |
| Portfolio Manager-Equities | 03/05/2010 | - | |
| President | 03/05/2010 | - | |
TCA Financial Group LLC
 TCA Financial Group LLC Investment ManagersFinance TCA Financial Group LLC provides financial advisory services. It offers securities, insurance, and investment related services. The company is headquartered in Charlotte, NC. | Director of Finance/CFO | 01/01/2007 | - |
Portfolio Capital Management, Inc.
 Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Director of Research - Equity | 14/04/2009 | - |
Training of Bob Fontana
| Duke University | Masters Business Admin |
| Georgetown University | Undergraduate Degree |
Statistics
International
| United States | 8 |
Operational
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 2 |
| Director of Research - Equity | 1 |
Sectoral
| Finance | 6 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Portfolio Capital Management, Inc.
Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Finance |
Caritas Capital LLC
Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Finance |
Investors Trust Co. (North Carolina)
Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Finance |
TCA Financial Group LLC
TCA Financial Group LLC Investment ManagersFinance TCA Financial Group LLC provides financial advisory services. It offers securities, insurance, and investment related services. The company is headquartered in Charlotte, NC. | Finance |
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