W. Robert Newell

President at Franklin Street Advisors, Inc.

W. Robert Newell

W. Robert Newell

President at Franklin Street Advisors, Inc.

Overview
Career Highlights

Franklin Street Advisors, Inc.
Wachovia Trust Co., NA
Franklin Street Securities, Inc.

RelSci Relationships

296

Number of Boards

9

Contact Data
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Relationships
RelSci Relationships are individuals W. Robert Newell likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Franklin Street Advisors, Inc.

Relationship likelihood: Strong

Managing Director at Franklin Street Advisors, Inc.

Relationship likelihood: Strong

Vice President & Investment Officer at The Weaver Family Foundation

Relationship likelihood: Strong

Co-Founder at Franklin Street Securities, Inc.

Relationship likelihood: Strong

Founder at Trident Financial Corp

Relationship likelihood: Strong

Former Director at Franklin Street Advisors, Inc.

Relationship likelihood: Strong

Founder at Franklin Street Advisors, Inc.

Relationship likelihood: Strong

Head of Equity Strategies & Director of Research at Franklin Street Advisors, Inc.

Relationship likelihood: Strong

Managing Director, Support Services at Franklin Street Advisors, Inc.

Relationship likelihood: Strong

Director of Fixed Income & External Managers at Franklin Street Advisors, Inc.

Relationship likelihood: Strong

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W. Robert Newell
President at Franklin Street Advisors, Inc.
Education
B.A. in Business Administration

North Carolina State University,officially North Carolina State University at Raleigh,is a public, coeducational, research university located in Raleigh, North Carolina, United States. Commonly known as NC State or simply State, the university is part of the University of North Carolina system and is a land, sea, and space grant institution. The university forms one of the corners of the Research Triangle together with Duke University in Durham and The University of North Carolina at Chapel Hill.

Career History
President
2010 - Current

Franklin Street Advisors' (FSA) Investment Committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. The offer three Strategic Asset Allocation models to their clients: Growth, Moderate, and Conservative. Each model has strategic and tactical allocations among Global Equities (Domestic Large Cap, Domestic Small Cap, Non-US Developed and Non-US Emerging), Global Fixed Income (US Treasuries/Agencies, Investment Grade, High Yield, Global Sovereigns, Non-US Developed, Non-US Emerging and Preferred Securities), Real Return Assets (Natural Resources/Commodities, Inflation Protected Securities and Real Estate), and Diversifying Assets. In addition to their Strategic Asset Allocation models, FSA also constructs portfolios for clients with specific investment mandates, such as Equity Income, Tax-Exempt Bond, and Unconstrained Fixed Income portfolios.

President
Prior - 2009
Chief Executive Officer
Current

Franklin Street Securities, Inc. provides investment management services. It provides independent, trusted and personalized advice, complementing in-house expertise with carefully selected external resources. The company was founded in 1990 and is headquartered in Chapel Hill, NC.

Boards & Committees
President & Director
Current

Franklin Street Advisors' (FSA) Investment Committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. The offer three Strategic Asset Allocation models to their clients: Growth, Moderate, and Conservative. Each model has strategic and tactical allocations among Global Equities (Domestic Large Cap, Domestic Small Cap, Non-US Developed and Non-US Emerging), Global Fixed Income (US Treasuries/Agencies, Investment Grade, High Yield, Global Sovereigns, Non-US Developed, Non-US Emerging and Preferred Securities), Real Return Assets (Natural Resources/Commodities, Inflation Protected Securities and Real Estate), and Diversifying Assets. In addition to their Strategic Asset Allocation models, FSA also constructs portfolios for clients with specific investment mandates, such as Equity Income, Tax-Exempt Bond, and Unconstrained Fixed Income portfolios.

Member, Board of Directors
Current

Franklin Street Securities, Inc. provides investment management services. It provides independent, trusted and personalized advice, complementing in-house expertise with carefully selected external resources. The company was founded in 1990 and is headquartered in Chapel Hill, NC.

Member, Board of Directors
Current

THE ORGANIZATION SUPPORTS NORTH CAROLINA STATE UNIVERSITY BY OPERATING AN INVESTMENT FUND.

Member, Board of Trustees
Current

WILLIAM PEACE UNIVERSITY IS A PRIVATE FOUR-YEAR UNIVERSITY LOCATED IN DOWNTOWN RALEIGH, NORTH CAROLINA. THE MISSION OF THE UNIVERSITY IS TO PREPARE STUDENTS FOR CAREERS IN THE ORGANIZATIONS OF TOMORROW. ROOTED IN THE LIBERAL ARTS TRADITION, THE STUDENT DEVELOPS AN APPRECIATION FOR LIFE-L0NG LEARNING, A FOCUS ON MEANINGFUL CAREERS, AND SKILLS FOR ETHICAL CITIZENSHIP. ON AVERAGE, OVER 90 PERCENT OF OUR GRADUATES GO ONTO JOBS OR CAREERS WITHIN A YEAR OF GRADUATION. FOR MORE INFORMATION, PLEASE VISIT WWW.PEACE.EDU.

Director
Current

IFB Solutions provides employment and training services for the blind or visually impaired. Its solutions include IFB optical, IFB manufacturing, community low vision centers, IFB workforce services, base supply centers, IFB solutions foundation and a brighter path programs. The company was founded by Jeff Smith in 1940 and is headquartered in Little Rock, AR.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$250 +
2003

WILLIAM PEACE UNIVERSITY IS A PRIVATE FOUR-YEAR UNIVERSITY LOCATED IN DOWNTOWN RALEIGH, NORTH CAROLINA. THE MISSION OF THE UNIVERSITY IS TO PREPARE STUDENTS FOR CAREERS IN THE ORGANIZATIONS OF TOMORROW. ROOTED IN THE LIBERAL ARTS TRADITION, THE STUDENT DEVELOPS AN APPRECIATION FOR LIFE-L0NG LEARNING, A FOCUS ON MEANINGFUL CAREERS, AND SKILLS FOR ETHICAL CITIZENSHIP. ON AVERAGE, OVER 90 PERCENT OF OUR GRADUATES GO ONTO JOBS OR CAREERS WITHIN A YEAR OF GRADUATION. FOR MORE INFORMATION, PLEASE VISIT WWW.PEACE.EDU.

Political Donations
$1,000
2010

Senator from North Carolina

$250
2007

Senator from North Carolina

$250
2006

Senator from North Carolina

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