Robert McManus

About Robert McManus

As a registered representative with Emerson Equity, I educate clients on alternative assets from our platform of 50+ financial sponsors. Our alternatives provide investors with unique investments and tax strategies not generally found on other platforms. Examples: real estate, 1031 exchange properties, opportunity zones (OZs), multi-family, private REITs, oil & gas, solar/wind, private equity, & pre-IPO shares. As equity and bond markets have grown more correlated in recent decades, asset allocation has become of greater importance in portfolio management. David Swensen’s Yale endowment demonstrated exposure to alternatives has the potential to improve returns with historically lower volatility. Our sponsors’ investments enable you to strive to do the same.Emerson is not affiliated with any other entity herein.

Experience

1. Registered Representative

   Emerson Equity Llc, Member Finra Sipc

   Jan 2023 — Present · Kansas City, MO, US

   As a registered representative with Emerson Equity, I educate clients on alternative assets from our platform of 50+ financial sponsors. Our alternatives provide investors with unique investments and tax strategies not generally found on other platforms. Examples: real estate, 1031 exchange properties, opportunity zones (OZs), multi-family, private REITs, oil & gas, solar/wind, private equity, & pre-IPO shares. As equity and bond markets have grown more correlated in recent decades, asset allocation has become of greater importance in portfolio management. David Swensen’s Yale endowment demonstrated exposure to alternatives has the potential to improve returns with historically lower volatility. Our sponsors’ investments enable you to strive to do the same. For fun, I enjoy playing violin in 2 Kansas City community orchestras and mandolin in the Mandolin Orchestra of Kansas City. FINRA licenses series 7 & 63-Disclosure-All securities transactions are offered by and conducted through Emerson Equity LLC, a broker-dealer registered with the SEC and member of FINRA and SIPC is not affiliated with any other entity herein.

Education

• Rutgers University–Newark

  MBA, Finance

  1997 — 1999

• Marquette University

  B.Sc., Biology

  1985 — 1989

Skills

• Asset Management
• Investments
• Capital Markets Analysis
• Forecasting
• Equity Research
• Investment Research
• Valuation
• Equities
• Financial Analysis
• Due Diligence
• Hedge Funds
• Analysis