Robert Martin Funke

Current Employers

Employment History

• 06/2009 → 06/2020
  Morgan Stanley Smith Barney
  St. Louis, MO
• 01/2015 → 06/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2020 → Present
  Rbc Capital Markets, Llc
  St. Louis, MO
• 08/2020 → Present
  City National Bank
  St. Louis, MO

Previous Registrations

• 2009-06-01 → 2020-06-26
  Morgan Stanley
  St. Louis, MO
• 2006-01-04 → 2009-06-01
  Citigroup Global Markets Inc.
  St. Louis, MO

Other Businesses

1.Business / Company;Sole Proprietor / Owner / Partner;Jbill Hazoo, LLC;As of 06/2012; During business hours 0; After business hours .50. 2.Rental Property; Investment related; Rental; Sole Proprietor / Owner / Partner; real estate-property with occasional tenants; 03/2005; During Business hours: 0, After Business hours: 1 3.St. Margaret Mary Alacoque; Investment related-No; Saint Louis, MO; A Catholic Parish and K-8 school; Finance Committee Member(proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 0; After business hours: 1 4.RENTAL PROPERTY; INVESTMENT RELATED; DAUPHIN ISLAND/AL; REAL ESTATE; TITLE: CO-OWNER; START DATE: 04/2005; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 1. 4. Name: St. Margaret Mary Alacoque Address: 4900 Ringer Road St. Louis, MO 63129 Business Description: Catholic Church Business is not investment related Projected Start Date: 06/01/18 Capacity: Other Duties Performed: 4 meetings a year as it pertains to how the school/parish manage their finances. I do not have any authorization or decision making on the investment accounts. We discuss issues such as tuition increases, fixing or full repair of roofs, monthly giving by parishioners, fundraisers, etc. Devoted to this OBA per Month: 10 Hours Devoted to this OBA during business hours: 0 5. Name: Catholic Disability Foundation Address: 415 Michigan Ave, N.E. Suite 95 Washington, DC 20017-4501 Business Description: Fundraising arm for National Catholic Partnership on Disability Business is not investment related Projected Start Date: 05/01/16 Capacity: Committee/Council Member (not associated with the Board of Directors) Duties Performed: participate in 4 meetings per year Devoted to this OBA per Month: 0.05 Hours Devoted to this OBA during business hours: 0 6. Name: WeBFunkee LLC Address: 3144 Sunrise Lane St. Louis, MO 63129 Business Description: Real estate Business is not investment related Projected Start Date: 11/01/20 Capacity: Partner Duties Performed: Facilitate payment of monthly bills and work with the management company Devoted to this OBA per Month: 0.5 Hours Devoted to this OBA during business hours: 0.5 7) Name of Entity: White House Retreat Center Non-Investment related Address of Entity: 7400 Christopher Drive St. Louis, MO 63129 Nature of OBA: Runs Jesuit retreats for men and women of all ages Position/Title/Relationship: Committee/Council Member (not associated with the Board of Directors) Start Date: 04/01/23 Time devoted: 0 hours Duties: Be a resource for fundraising and participation in 3 meetings per year (8) NAME OF ENTITY: Cor Jesu Academy ADDRESS: 10230 Gravois Road Saint Louis MO 63129 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Educational Institution START DATE: Aug 19, 2026 CAPACITY: Board of Directors DUTIES: Chair of the Endowment Committee. Work with 6-7 committee members and the long time FA who manages the portfolio at Wells Fargo, in addition to Sr. Susan Marie, the president, and Stephanie Holscher, the CFO, the ladder being the decision makers. HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-23
• S63 Uniform Securities Agent State Law Examination
  1996-01-15

Other Names

• Rob Funke