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Wrong Robert Olstein?

Robert A. Olstein

Manager, Individual and Institutional Accounts

Smith Barney , Inc.

HQ Phone:  (212) 816-6000

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Smith Barney , Inc.

388 GREENWICH STREET

New York City, New York,10013

United States

Company Description

Smith Barney is the private wealth management unit of Citigroup. It is a leading provider of comprehensive financial planning and advisory services to high net worth investors, institutions, corporations and private businesses, governments and foundations. Wit...more

Find other employees at this company (4,506)

Web References(198 Total References)


The Olstein Funds

olsteinfunds.com [cached]

Robert A. Olstein
Chairman, and Chief Investment Officer Robert A. Olstein is Chairman and Chief Investment Officer of Olstein Capital Management and serves as Head Portfolio Manager of the Olstein All Cap Value Fund and Co-Portfolio Manager of the Olstein Strategic Opportunities Fund. Mr. Olstein has long been recognized as one of the financial community's most astute research analysts and money managers. Widely acknowledged as a leading expert in corporate disclosure and reporting practices, in 1971 Mr. Olstein co-founded The Quality of Earnings Report, which pioneered the use of forensic accounting techniques to identify positive or negative factors affecting a company's future earnings power. In 1981, Mr. Olstein began managing assets at Smith Barney (formerly Shearson Lehman) employing research and analytical methods developed at The Quality of Earnings. From 1981 to 1995, Mr. Olstein served as Senior Portfolio Manager/Senior Vice President at Smith Barney, where he managed individual and institutional accounts. Mr. Olstein founded Olstein Capital Management, L.P. and launched The Olstein All Cap Value Fund in 1995. Mr. Olstein is a past recipient of the Financial Analysts Federation (now CFA Institute) Graham & Dodd Scroll Award, (1973) and is a widely recognized expert on corporate reporting and disclosure practices. Mr.Olstein appears frequently in leading print and broadcast business media that seek his views on corporate reporting, accounting practices, valuation techniques and activist investing. Mr.Olstein has authored articles in The CPA Journal, Bloomberg Personal Finance and Financial Planning on the role of forensic statement analysis when analyzing and valuing companies. He has also a frequent speaker providing commentary on financial reporting issues that affect securities analysis and company valuations. Mr. Olstein holds an M.B.A. in Accounting and B.A. in Mathematical Statistics from Michigan State University.


The Olstein Funds

www.olsteinfunds.com [cached]

Robert A. Olstein
Chairman, and Chief Investment Officer Robert A. Olstein is Chairman and Chief Investment Officer of Olstein Capital Management and serves as Head Portfolio Manager of the Olstein All Cap Value Fund and Co-Portfolio Manager of the Olstein Strategic Opportunities Fund. Mr. Olstein has long been recognized as one of the financial community's most astute research analysts and money managers. Widely acknowledged as a leading expert in corporate disclosure and reporting practices, in 1971 Mr. Olstein co-founded The Quality of Earnings Report, which pioneered the use of forensic accounting techniques to identify positive or negative factors affecting a company's future earnings power. In 1981, Mr. Olstein began managing assets at Smith Barney (formerly Shearson Lehman) employing research and analytical methods developed at The Quality of Earnings. From 1981 to 1995, Mr. Olstein served as Senior Portfolio Manager/Senior Vice President at Smith Barney, where he managed individual and institutional accounts. Mr. Olstein founded Olstein Capital Management, L.P. and launched The Olstein All Cap Value Fund in 1995. Mr. Olstein is a past recipient of the Financial Analysts Federation (now CFA Institute) Graham & Dodd Scroll Award, (1973) and is a widely recognized expert on corporate reporting and disclosure practices. Mr.Olstein appears frequently in leading print and broadcast business media that seek his views on corporate reporting, accounting practices, valuation techniques and activist investing. Mr.Olstein has authored articles in The CPA Journal, Bloomberg Personal Finance and Financial Planning on the role of forensic statement analysis when analyzing and valuing companies. He has also a frequent speaker providing commentary on financial reporting issues that affect securities analysis and company valuations. Mr. Olstein holds an M.B.A. in Accounting and B.A. in Mathematical Statistics from Michigan State University.


Robert Olstein, Chairman, CEO and CIO, and founder of Olstein Funds - Howling Wolf - The Learning Network and MoneyCulture

howlingwolf.org [cached]

Robert Olstein, Chairman, CEO and CIO, and founder of Olstein Funds
Robert Olstein has long been recognized as one of the financial community's most astute and original research analysts and money managers, and is a leading expert on looking behind the numbers of financial statements to assess the quality of earnings that a company reports. In 1971, Olstein and partner Thornton O'glove, founded one of Wall Street's most influential and important research services, The Quality of Earnings Report, a bi-weekly newsletter for institutional and professional investors that promulgated the belief that "it is essential in stock selection to spend time with financial statements looking behind the numbers, rather than relying upon management contact. In the early 1980's, Olstein sold his interest in the service to pursue a career as an investment advisor, applying the Quality of Earnings philosophy of utilizing financial statement alerts and error avoidance as keys to increasing one's chance of achieving long-term capital appreciation. Since 1981, Olstein has meticulously continued to follow the quality of earnings philosophy through an accounting driven, value-oriented investment strategy. Between 1981 and 1995, Olstein served as Senior Portfolio Manager/Senior Vice President at Smith Barney where he managed discretionary accounts for individual and institutional investors, including employee benefit plans. Olstein founded Olstein Capital Management, L.P. and launched The Olstein All Cap Value Fund. Prior to founding The Quality of Earnings Report, Olstein was a Securities Analyst with Scheinman Hochstein & Trottaand before that he was employed at Arthur Andersen & Co. He also served as an Instructor of Business Statistics at Hofstra University. Olstein is a past recipient of the Financial Analysts Federation (now CFA Institute) and is a member of the CFA Institute and the New York Society of Security Analysts.


www.howlingwolf.org

You are here: Home / Robert A. Olstein,Chairman, CEO and CIO, and founder of Olstein Funds
Robert A. Olstein,Chairman, CEO and CIO, and founder of Olstein Funds Robert Olstein has long been recognized as one of the financial community's most astute and original research analysts and money managers, and is a leading expert on looking behind the numbers of financial statements to assess the quality of earnings that a company reports. In 1971, Olstein and partner Thornton O'glove, founded one of Wall Street's most influential and important research services, The Quality of Earnings Report, a bi-weekly newsletter for institutional and professional investors that promulgated the belief that "it is essential in stock selection to spend time with financial statements looking behind the numbers, rather than relying upon management contact. In the early 1980's, Olstein sold his interest in the service to pursue a career as an investment advisor, applying the Quality of Earnings philosophy of utilizing financial statement alerts and error avoidance as keys to increasing one's chance of achieving long-term capital appreciation. Since 1981, Olstein has meticulously continued to follow the quality of earnings philosophy through an accounting driven, value-oriented investment strategy. Between 1981 and 1995, Olstein served as Senior Portfolio Manager/Senior Vice President at Smith Barney where he managed discretionary accounts for individual and institutional investors, including employee benefit plans. Olstein founded Olstein Capital Management, L.P. and launched The Olstein All Cap Value Fund. Prior to founding The Quality of Earnings Report, Olstein was a Securities Analyst with Scheinman Hochstein & Trottaand before that he was employed at Arthur Andersen & Co. He also served as an Instructor of Business Statistics at Hofstra University. Olstein is a past recipient of the Financial Analysts Federation (now CFA Institute) and is a member of the CFA Institute and the New York Society of Security Analysts.


www.oc-j.com

More about Robert A. Olstein
Olstein & Associates, L.P., the Investment Manager and co-distributor of the Olstein Financial Alert Fund*, consists of an experienced portfolio management and research team. Robert A. Olstein is the president of the Investment Manager and is principally responsible for the management of the Fund's portfolio of securities. Bob Olstein has an extensive financial background. He has been engaged in various aspects of securities research and portfolio management for both institutional and retail clients since 1968. In 1971, he co-founded the "Quality of Earnings Report" service, which pioneered the concept of using inferential financial screening techniques to analyze balance sheets and income statements to alert institutional portfolio managers to positive or negative factors affecting a company's stock. Bob Olstein has been a professional money manager for fourteen years. For the past thirteen years, Mr. Olstein was a Senior Vice President/Senior Portfolio Manager at Smith Barney and managed approximately $160 million of individual and employee benefit accounts. The Olstein Financial Alert Fund is managed under a unique value-based philosophy developed by Mr. Olstein. He is a senior member of the New York Society of Securities Analysts and a fellow of the Financial Analysts Federation. Mr. Olstein is a past recipient of the prestigious Graham & Dodd and Gerald M. Loeb Research Awards, has testified before the Senate Banking Committee on bank accounting and has been quoted in or author of numerous articles which have appeared in Barron's, The Wall Street Journal, Business Week, The New York Times, etc. on the subject of corporate reporting and disclosure practices.


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