Investment Committee

 

The RB Capital Management, LLC Investment Committee discusses and identifies investment opportunities for our clients. The Committee meetings cover the general market and investment landscape, stocks, preferred stocks, bonds, and mutual funds. The Committee has crafted a preferred list of mutual funds, which span across several asset classes including Large Cap, Small Cap, International, Balanced, and Bond funds.

 
Rob Ballan

Rob Ballan

Chief Executive Officer
Chief Investment Officer

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Jon Donahue

Jon Donahue

Portfolio Manager

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Craig Frieders, AIF, CIMA

Craig Frieders, AIF, CIMA

Senior Investment Advisor

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Kevin Hook, CFP®

Kevin Hook, CFP®

Senior Investment Advisor

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Rob Leiphart, CFP®

Rob Leiphart, CFP®

Senior Financial Planner

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John Mullen, MS

John Mullen, MS

Investment Advisor

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Shawn Young, MS

Shawn Young, MS

COO / CCO
Investment Analyst / Investment Advisor

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