Robert Huesman, CFA, CFP®

Sharpshooter
DISC Type : CD

Managing Director, Portfolio Manager at 1919 Investment Counsel, LLC

Cincinnati, Ohio, United States

Overview

Robert has no verified overview

Personality Overview

Precise But Practical

Fast But Analytical

Rigorous & Demanding

They are very proud of what they do.  They are not focused on building rapport and relationships. They like to act fast and expect others to do the same.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

3-2023
Managing Director, Portfolio Manager at 1919 Investment Counsel, LLC
4-2021 - 3-2023
Principal, Portfolio Manager at 1919 Investment Counsel, LLC
5-2007 - 3-2023
VP, Portfolio Manager at 1919 Investment Counsel, LLC
5-2007 - 4-2021
Vice President, Senior Investment Associate at 1919 Investment Counsel
5-2013 - 4-2017
Investment Associate at 1919 Investment Counsel

Education

2009 - 2011
MBA from Xavier University
2005 - 2009
Bachelors of Science from Mount St. Joseph University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Cincinnati, Ohio, United States Job Level : Mid-senior Designation : Managing Director, Portfolio Manager at 1919 Investment Counsel, LLC
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Get to the point quickly instead of spending time doing small talk
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Robert

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They can take decisions very fast if you manage to convince them.
  • Can Robert take some risk or not?

  • The risks don’t matter much to them.

You And Robert

Personality Compatibility


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