Robert N. Pollock, Jr.

Robert N. Pollock, Jr.

Managing Partner

Mr. Pollock's investment career began with Paine Webber in 1986 as an investment broker. Two years later he joined Beacon Investment Company, where he started as a Senior Portfolio Manager and eventually became a shareholder and member of The Investment Committee. During his successful 18 year tenure with Beacon, he managed a range of personal, corporate, retirement, endowment, and foundation portfolios. As a respected authority on wealth management, he has been a guest lecturer at the University of Michigan Business School.

Rob is an active member of the Greater Ann Arbor Community gladly sharing his time with local organizations. His community service spans a wide range of groups, having served as a finance committee member of the Ann Arbor Area Community Foundation and former Trustee of the Marnee & John Devine Foundation. He has also served as Chair of the Ann Arbor Public Schools Partners for Excellence Program, a member of the Ann Arbor YMCA Board and Trustee of The City of Ann Arbor Public Employee Retirement System. Rob was a founding member of The C.S. Mott Children’s Hospital Advisory Board, an executive committee member of The University of Michigan Club of Greater Detroit and Treasurer of The Jim Harbaugh Foundation.

As Managing Partner of Pollock Investment Advisors, LLC and a member of the firm's investment committee, Mr. Pollock continues his legacy of offering clients candid and effective investment advice coupled with superior service.

 Rob is a life long resident of Ann Arbor and is the proud father of two adult daughters. 

 

EXPERIENCE
------------------
Managing Partner
Pollock Investment Advisors, LLC 2006 to date

Shareholder and Senior Portfolio Manager
Beacon Investment Company, 1988-2006

Investment Broker, Paine Webber, 1986-1988

 

EDUCATION, CERTIFICATIONS & AFFILIATIONS
-------------------------------------------------------------
B.A. Political Science and Economics, University of Michigan,
Ann Arbor 1986
Uniform Securities Agent State Law, Series 63
Uniform Investment Advisor Law, Series 65
Member of the CFA Society of Detroit
Member of The CFA Institute
Member of The Investment Management Consultants Association (CIMA)