Theodore M. Groesbeck, CFA
VP
Mr. Groesbeck is a portfolio manager and security analyst. He joined the firm in 1999 and has over 30 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.
Robert P. Groesbeck, CFA
Consultant
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.