As Portfolio Manager, Robert Hounshell assists in the development of your personal investment policy guidelines. Robert makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
EducationRob is a graduate of Wake Forest University in Winston-Salem, NC with a B.S in Business. He then earned an M.B.A. with a finance concentration from Xavier University in Cincinnati, OH.
Professional Experience & Areas of FocusRob has been managing investment portfolios for affluent individuals and institutions since 1987. He joined Fifth Third in 2015. His main focus is to thoroughly understand his clients' financial needs and then utilize securities from various asset classes to build and manage investment portfolios designed to achieve their goals.
Licenses & Professional Designations
- Chartered Financial Analyst (CFA)