General Investing >> Money Manager Interviews >> May 24, 1999
ROBERT BATCHELOR is a Vice President and Senior Portfolio Manager with
Senior Investment Advisors, the investment management arm for the
private client group of First Union's Capital Management Group. He
completed his undergraduate work at the University of North Carolina -
Chapel Hill and earned an MBA from the Babcock Graduate School of
Management at Wake Forest University in 1982. Upon graduation, Mr.
Batchelor began work as a taxable fixed income security trader for the
First national bank of South Carolina. After several years of trading,
he joined a smaller brokerage company that later became part of
Prudential Securities. As a financial advisor with Prudential, he
marketed financial products and strategies to institutions. After
developing an interest in the equity markets, Mr. Batchelor went to work
for one of his bank clients. There his responsibilities included
managing the bank's pension fund, three fixed income funds, and carrying
a full account load of employee benefit, personal, and charitable
accounts. He joined First Union in 1995 where he now manages more than
$400mm for individuals, corporations, and retirement plans. Mr.
Batchelor and his wife live in Charlotte, NC with two daughters. Profile
important part of the investment process when dealing with individuals
as clients, as you do.
Mr. Batchelor: Psychology
