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Robert Strauss, CFA

Senior Portfolio Manager

Chartered Financial Analyst
FINRA Series 7 & 63 licensed
B.S. (Business Administration), University of South Carolina

Robert joined the Heritage Team in 2018 and brings more than 20 years of experience in the investment industry. He serves as senior portfolio manager for Heritage Trust. Prior to Heritage, Robert served as Managing Director at Stephens, Inc. in Little Rock, AR focusing on equity product management and capital markets. He also was an Investment Manager on the buy-side for more than 12 years with both Friess Associates, the then Manager of Brandywine Funds, and with Greenville Capital Management (GCM) in Greenville, Delaware. He served as Senior Equity Analyst and CIO/Portfolio Manager at Friess and GCM respectively. Robert Strauss also was a Vice President, Equity Research at Wachovia Securities in Charlotte, NC.

A South Carolina native, Robert holds a bachelor’s degree in Business Administration, with a concentration in Economic Security and Risk Management from the University of South Carolina. He is also a Chartered Financial Analyst (CFA) charter holder and is FINRA Series 7 & Series 63 licensed.

He and his wife, Cheryl, have three daughters, Olivia, Emily, and Lena, and a son, Thomas. In his free time Robert enjoys any physical and outdoor activity, especially working out, researching investment ideas, and being with the family.

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Investment Management

Investment Management

Heritage provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Insights

The Morning View: January 21, 2020

The Morning View: January 21, 2020

Announced this morning, Initial Jobless Claims were 900,000 for the week ending January 16th, and Continuing Claims were 5,054,000 for the week ending January 9th.  Both were decreases from the previous week, but levels remain elevated.  Meanwhile, the European...

The Morning View: January 15, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

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