Robert Davis

Partner and the Chief Investment Officer at Round Table Wealth Management
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Bio

Robert is the Partner and the Chief Investment Officer of Round Table Wealth Management, has been with the firm since 2006. Bob is the chairman of the firm’s Investment Committee and his responsibilities include the development, review and analysis of investment strategies, portfolio and risk management, asset allocation, manager selection and due diligence, and product review.

Recent Quotes
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  • The SPACs we are seeing now are focused on somewhat VC-like companies. Many of these companies don’t have revenue, they don’t have positive cash flow or earnings. It’s kind of like a VC in a liquid form, via a SPAC.

    3 September 2021
Employment
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  • Round Table Wealth Management
    Partner and the Chief Investment Officer