Mr. Bollinger is the founder and CIO of Magnolia Realty Advisors. Prior to founding Magnolia, he was with KBS Realty Advisors in Atlanta, GA for 5 years, where he helped oversee a $500M portfolio of commercial real estate. Prior to KBS, Mr. Bollinger was a consultant to the CMBS industry in New York City for 3 years, supporting clients such as Merrill Lynch and Bear Stearns. He earned an MBA from Vanderbilt University and a BS in Industrial Engineering from Virginia Tech.
Robert Ruggirello, CFA is the Managing Director of Brave Eagle Wealth Management, a NY based fee-only Registered Investment Advisor. Previously, Mr. Ruggirello served as an Analyst at Centre Asset Management, LLC. Robert holds a MS in Financial Statement Analysis & Securities Valuation from Baruch College and BBA in Finance from Pace University's Lubin School of Business. Robert is a CFA charterholder and a member of the CFA society of NY.
Brave Eagle Wealth Management specializes in holistic portfolio management for retired members of the FDNY. Our approach is differentiated in how we incorporate human capital and insurance levels into the asset allocation decision. We use financial assets to build a completion portfolio that diversifies away from the risks associated with our clients human capital.
We use a combination of active and passive investments in an expanded asset allocation framework that includes real assets and absolute return strategies.
I specialize in small and mid-cap companies. I have a value-orientation with a special eye for overlooked securities and special situations. I believe deep fundamental research is the key to producing alpha. My research aims to be comprehensive, novel, and actionable. When valuing a business, I tend to focus on the Total Addressable Market for the company’s products/services, competitive forces, EV/EBITDA, and operating leverage. I am an industry generalist and working to expand my horizons to unlock more opportunities. Historically, my industry specialties have been healthcare and consumer goods companies.
Almost retired! Former stockbroker who got out of the business a long time ago. Stocks were not a big interest to me when i was in the business but over the years I have invested more and more time to them. They are starting to push golf to a back burner, either that or my lack of distance off the tee is doing it.