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Robert G. (Bob) Fontana, CFA

Robert G. (Bob) Fontana, CFA
Chief Investment Officer
704.940.3544
Hometown: Charlotte, NC
Education
  • B.S. in Foreign Service, International Economics, Georgetown University
  • M.B.A., Fuqua School of Business, Duke University, Durham, NC
Work History
  • Caritas Capital, LLC
  • Covenant Capital, LLC
  • Interstate/Johnson Lane
  • Portfolio Capital Management, Inc.
  • TCA Financial Group, LLC
  • Wachovia Securities

Bob manages portfolios for existing clients, oversees the investment activities of the firm, and supports business development efforts. Throughout his career, Bob has focused on serving the investment needs of individuals, institutions, and high net worth clients. Bob began his investment career in 1998 when he joined Interstate/Johnson Lane as an equity research analyst covering technology stocks, and he continued that role with Wachovia Securities until 2001. From 2001 to 2006, Bob served as the equity research analyst for the North Carolina hedge fund firm Covenant Capital, LLC. He has served in a variety of roles since 2006 including as chief financial officer for TCA Financial Group, LLC; president and chief investment officer for Caritas Capital, LLC; and as principal, portfolio manager, and director of research for Portfolio Capital Management, Inc. In addition to earning his MBA from Duke University's Fuqua School of Business and his undergraduate degree from Georgetown University, Bob has earned the designation of Chartered Financial Analyst (CFA) and holds a Series 27 securities license. Bob has been active in the Charlotte community including serving as Board Chair for the Mecklenburg Area Catholic Schools (MACS) Education Foundation and being a baseball and basketball coach for his children's teams. In addition, Bob has also received three local community service awards from the Washington, DC Jaycees.

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