Bob Lowerre

Bob Lowerre is currently a Portfolio Manager at Willis Johnson & Associates, Inc. in Houston, TX, where he is responsible for implementing and managing the firm's investment model portfolios tailored to clients’ risk tolerance and financial goals. He plays a key role in portfolio strategy development, integrating both technical and fundamental analysis to shape portfolio themes and investment decisions, while also overseeing firm compliance with SEC regulations.

Bob focuses on managing multi-asset portfolios for corporate professionals and retirees, with specialized expertise in optimizing employer-provided benefits for energy sector executives—including those from Shell, Chevron, and BP—though his strategies also encompass broader equities, fixed income, and risk management solutions. His investment approach is informed by current market environments and a deep commitment to transparent, fiduciary advice.

He brings over two decades of industry experience, including roles as Senior Investment Analyst at Willis Johnson & Associates and Money Management Broker at Clinger & Co., Inc. Bob holds a Bachelor’s degree in Finance from Houston Baptist University and is recognized for meticulous compliance oversight and a commitment to aligning portfolios with clients’ long-term objectives.