Gamble Jones
Robert L. Souza, CFA

Robert L. Souza, CFA

Relationship Manager & Investment Analyst

Robert joined Gamble Jones Investment Counsel in 2010 from Western Asset Management Company to work as an investment analyst and portfolio manager.  Robert was a member of the Gamble Jones Capital Management division from its inception at the start of 2013 through 2018.  Robert was President of Gamble Jones Capital Management from 2016 through 2018, where he oversaw all research efforts, including new idea generation and research on existing holdings.  In his current role with Gamble Jones Investment Counsel, Robert works directly with clients as a Relationship Manager and as an Investment Analyst for the Investment Team.  Robert’s hobbies including fly fishing, snow skiing, and traveling.


rsouza@gamblejones.com
Professional Background
Gamble Jones Investment Counsel

Relationship Manager & Investment Analyst, Present;
Portfolio Manager, 2010-2015

Gamble Jones Capital Management 

President and Head of Research 2016 - 2018

Western Asset Management Company

Associate, 2007 – 2010

Education:
University of California Santa Barbara 

B.S., Biopsychology, 2005

Chartered Financial Analyst
Investment Advisor Representative

Series 65

Affiliations:
CFA Institute

Member

CFA Society Los Angeles

Member