
Robert C. Tholl, Jr.
Account Representative

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About me
Senior Vice President, Certified Investment Management Analyst (CIMA®), Senior Investment Management Consultant (SIMC), Senior Portfolio Management Director & Financial Advisor with Tholl Pearson Group at Morgan Stanley
Education

University of Pennsylvania - The Wharton School
-CIMA Investment Analysis
San Diego State University-California State University
-BA Economics & Business Law
San Dieguito High School Academy
-Encinitas, San Diego, California College Prep
Experience

Wells Fargo
Jan 1990 - Jan 1995Account RepresentativeSan Diego, California

Prudential Securities
Jan 1995 - Jan 1999Financial Advisor & Senior Managed Account ConsultantSan Francisco, California

J.P. Morgan
Jan 1999 - Jan 2010CIMA®, Vice President - Senior Investment Specialist & Wealth ManagerGrand Rapids, Michigan

John Ball Zoological Society
Jan 2000 - Mar 2017Forever Fund Council, Former Board President and Board DirectorGrand Rapids, Michigan

Morgan Stanley
Jan 2010 - nowSenior Vice President, Senior Portfolio Management Director & Financial AdvisorGrand Rapids, Michigan.©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.For more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/thollpearsongroup. Show less
Licenses & Certifications

CIMA - Certified Investment Management Analyst
Investment Management Consulting Association - IMCAJan 2008
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