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RBA names Terry Ober Regional Investment Specialist


Richard Bernstein Advisors (RBA), a provider of ETF-based separately managed accounts, Eaton Vance/RBA mutual funds, and the First Trust/RBA unit investment trusts to financial advisors, has appointed Terry Ober as a Regional Investment Specialist covering the Northeastern part of the United States.  

RBA has approximately USD1.7 billion of assets under management/advisement and manages portfolios geared toward global asset allocation, global equity allocation, income and promising underdiscovered investment themes.

"Terry is one of the most experienced and respected investment specialists in the northeast.  We are happy and proud to have him as the newest addition on the growing RBA team," says CIO and CEO Richard Bernstein.

Ober will report directly to John McCombe, President of RBA, who says: "Terry's experience and background are ideal for in-depth discussions with financial advisors on RBA's unique investment views.  He will work closely with our key partners Eaton Vance and First Trust on portfolio positioning across our various asset allocation and equity strategies.  He is a great addition as we continue to expand and gain increasing awareness of our products."

Ober says: "Richard Bernstein has an exceptional brand.  RBA's focus on uncovering divergences between fundamentals and investor sentiment, and on incorporating true diversification into portfolios adds significant value to the client investor experience.  I am excited to be able to deliver RBA's ETF-based separately managed accounts, Eaton Vance/RBA mutual funds, and the First Trust/RBA unit investment trusts to financial advisors."

Ober was Regional Vice President for ING US Investment Management, with 23 years of investment experience. He was responsible for marketing ING investment solutions to the independent and regional broker/dealer channel in New England. Prior to joining ING in 2012, he was a senior vice president, portfolio specialist with Cohen & Steers Capital Management.  Terry earned a B.S. in marketing from Babson College in Wellesley, MA.

Ober will be based in the Boston, MA area.

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