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Robert L. Souza, CFA

President

Robert joined Gamble Jones Investment Counsel in 2010 from Western Asset Management Company to work as a research analyst and portfolio manager.  As President of Gamble Jones Capital Management, Rob oversees all research efforts which include new idea generation and research on existing holdings.  Together, with input from team members, portfolios are constructed based upon stated strategy objectives.  Robert has been a member of the Gamble Jones Capital Management division since its inception at the start of 2013. Robert’s hobbies include fly fishing, snow skiing, traveling and watching various sports in person and on TV.

Professional Background:

  • Gamble Jones Capital Management – President and Head of Research 2016 to Present 
  • Gamble Jones Investment Counsel – Portfolio Manager, 2010-2015
  • Western Asset Management Company – Associate, 2007 – 2010

Education:

  • University of California Santa Barbara – B.S., Biopsychology, 2005
  • Chartered Financial Analyst
  • Investment Advisor Representative – Series 65

Affiliations:

  • CFA Institute, Member
  • CFA Society Los Angeles, Member

Email: rsouza@gamblejonescapital.com