CEO & Chief Investment Officer
Robert Meyer is a Co-founder of Ibis Capital. He is responsible for maintaining the overall direction and strategy of the firm. Robert also serves as Ibis Capital’s Chief Investment Officer and leads its investment committee, which is responsible for investment research, portfolio construction and matching proper asset allocation to tolerance for risk.
Prior to co-founding Ibis Capital, Robert was a Principal at La Jolla Group of Morgan Stanley Smith Barney. La Jolla Group built a team of specialists that focused exclusively on helping business owners and entrepreneurs sell their businesses. Committed to the financial planning process as a CERTIFIED FINANCIAL PLANNER™ Practitioner and Certified Private Wealth Advisor® Robert helps high-net-worth clients connect the varied aspects of their financial life with an overall strategy that considers both their business and personal wealth management plans and risk exposure. Working with a client’s trusted legal and tax advisors, he helps coordinate and implement a plan, which is monitored frequently to ensure successful implementation.
Robert was born and raised in San Diego and enjoys reading, playing tennis, politics and is a certified diver in SCUBA. Robert serves as a volunteer at Honor Flight San Diego, a nonprofit organization focused on showing appreciation to San Diego veterans for their service and sacrifice. Robert lives in San Diego with his family.
Robert is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Chartered Life Underwriter®, Certified Private Wealth Advisor®, and holds a B.S. in Business Administration from The University of Arizona.