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Robert P. Groesbeck,
CFA
President
Mr. Groesbeck is the founder of the firm and serves as
Senior Portfolio Manager. He was formerly a Vice President of Argus
Investors’ Counsel, where he was responsible for managing assets of $525
million. The largest single account was $200 million. He has over 51 years of investment experience spanning economic and
investment research, security analysis with concentrations in twelve
different industries, and portfolio management for both taxable and
tax-exempt assets.
Mr. Groesbeck earned a BS degree in Economics from St.
Peter’s College and an MBA in Finance from New York University.
He holds the Chartered Financial Analyst designation and is a member of
the New York Society of Security Analysts.
Theodore M. Groesbeck,
CFA
Vice President
Mr.
Groesbeck is a portfolio manager and security analyst. He joined the firm
in 1999 and has 32 years of investment
experience. Prior to joining the
firm, he was an analyst at Palisade Capital Management, Standard &
Poor’s and Gruntal & Co. Mr.
Groesbeck’s security
analysis experience covers a broad number of economic sectors and
industries. Mr. Groesbeck earned a BS
degree in Finance from the University
of Rhode
Island. He holds the Chartered Financial Analyst designation and is a member of
the New York Society of Security Analysts.
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