Robertson Investment Management

Sonia Joao is a financial advisor at Robertson Investment Management with six years of industry experience. She holds a Series 65 designation and has worked previously at Sizemore Capital Management LLC, First Allied Securities, Inc., and Barrington Financial Advisors, Inc. Sonia is based in Houston, TX. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and utilizes both discretionary authority and third-party managers.

John Langston is a financial advisor at Robertson Investment Management in Houston, TX, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Network 1 Financial Securities, Inc., Osaic Wealth, Inc., and Securities America, Inc. since 2018. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs a combination of fundamental, technical, and cyclical analysis across various equity strategies and alternative investments, often managing accounts under discretionary authority and utilizing third-party managers when appropriate.

Dawn Trammell is a financial advisor at Robertson Investment Management with 39 years of industry experience. She holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and First Allied Advisory Services. Robertson Investment Management advises individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs a mix of fundamental, technical, and cyclical analysis across various equity strategies and alternatives, managing accounts primarily under discretionary authority and utilizing third-party managers when appropriate.

Nghiep Nghiem is a financial advisor at Robertson Investment Management with 19 years of industry experience. He has held positions at Meridian Circle Advisors, Axiom Capital Management, Ascendant Alternative Strategies, and SP Securities. Nghiem holds Series 63 and Series 65 licenses. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering discretionary and non-discretionary portfolio management along with financial planning and corporate finance services. The firm employs a combination of fundamental, technical, and cyclical analysis across various equity strategies and alternative investments, often managing accounts under discretionary authority and utilizing third-party managers when appropriate.

Daniel De Barros is a financial advisor at Robertson Investment Management in Houston, TX, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Pacific Investment Management Company LLC, PIMCO Investments LLC, and LPL Enterprise LLC. Outside of advisory work, he is involved in non-variable insurance related activities. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering discretionary and non-discretionary portfolio management alongside financial planning, corporate finance, private placements, and multi-family office services. The firm employs a combination of fundamental, technical, and cyclical analysis across various equity strategies and alternatives, often managing accounts under discretionary authority and utilizing third-party managers where appropriate.

Robert Kasten is a financial advisor at Robertson Investment Management in Houston, TX, holding a Series 63 designation with 41 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Securities America, Inc., and First Allied Advisory Services, Inc. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs a combination of fundamental, technical, and cyclical analysis across various equity strategies and alternative investments, often managing accounts under discretionary authority and utilizing third-party managers.

Frederick Mecklenburg Sr. is a financial advisor at Robertson Investment Management with 44 years of industry experience. He holds the Series 63 designation and has worked at several firms including Network 1 Financial Securities, Securities America, and First Allied Advisory Services. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering discretionary and non-discretionary portfolio management along with financial planning and corporate finance services. The firm employs a blend of fundamental, technical, and cyclical analysis across multiple equity strategies and incorporates private equity, distressed credit, and other alternative investments.

Chase Robertson is a financial advisor at Robertson Investment Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and Network 1 Financial Securities, Inc. Outside of his advisory role, he serves as president of a homeowners association and is a member of the board of directors for an oil and gas engineering firm. Robertson Investment Management advises individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs fundamental, technical, and cyclical analysis across various equity strategies and alternatives, managing accounts primarily under discretionary authority and utilizing third-party managers when appropriate.