Fred Robertson
President
Consultant to wealth management & investment companies
Fred Robertson
President
Consultant to wealth management & investment companies
Embedded Files
President
Consultant to wealth management & investment companies
BACKGROUND
BACKGROUND
Fred Robertson graduated from Cornell University and has an MBA from the College of William and Mary. From 1974 through 1978, Mr. Robertson worked for Dupont Chemical Company where he was an Associate Portfolio Manager in the Pension Fund Investment Department. In 1978, he joined Criterion Investment Management in Houston, Texas to help develop institutional fixed income management
Fred Robertson graduated from Cornell University and has an MBA from the College of William and Mary. From 1974 through 1978, Mr. Robertson worked for Dupont Chemical Company where he was an Associate Portfolio Manager in the Pension Fund Investment Department. In 1978, he joined Criterion Investment Management in Houston, Texas to help develop institutional fixed income management
Mr. Robertson served at Criterion through several changed corporate structures and names from 1978 to 2002. He served as a Senior Portfolio Manager, Chief Investment Officer and President. The assets under management at Criterion grew to over $15 billion.
Mr. Robertson served at Criterion through several changed corporate structures and names from 1978 to 2002. He served as a Senior Portfolio Manager, Chief Investment Officer and President. The assets under management at Criterion grew to over $15 billion.
After his retirement from Criterion in 2002, Mr. Robertson engaged in consulting to investment and wealth management companies.
After his retirement from Criterion in 2002, Mr. Robertson engaged in consulting to investment and wealth management companies.
Mr. Robertson is married, has two children and resides in Houston, Texas.
Mr. Robertson is married, has two children and resides in Houston, Texas.
BOARD LEADERSHIP
BOARD LEADERSHIP
Mr. Robertson currently serves on the board of Stellar Bank. He also serves or has served on multiple non-profit boards:
Mr. Robertson currently serves on the board of Stellar Bank. He also serves or has served on multiple non-profit boards:
Alliance of Community Assistance Ministries
Alliance of Community Assistance Ministries
Baxter Trust
Baxter Trust
Camp Blessings Texas
Camp Blessings Texas
First Presbyterian Church of Houston
First Presbyterian Church of Houston
Houston Firefighters Relief and Retirement Fund
Houston Firefighters Relief and Retirement Fund
Main Street Ministries
Main Street Ministries
Mo Ranch
Mo Ranch
Nehemiah Center
Nehemiah Center
Presbyterian School
Presbyterian School
River Oaks Baptist School Endowment
River Oaks Baptist School Endowment
Texas Presbyterian Foundation
Texas Presbyterian Foundation
The Crosswalk Center
The Crosswalk Center
The Texas Theological Foundation
The Texas Theological Foundation
INVESTMENT COMMITTEES
INVESTMENT COMMITTEES
He also serves or has served on investment committees for the following organizations:
He also serves or has served on investment committees for the following organizations:
Stellar Bank
Stellar Bank
Houston Firefighters Relief and Retirement Fund
Houston Firefighters Relief and Retirement Fund
Houston Trust Company
Houston Trust Company
Presbyterian School
Presbyterian School
River Oaks Baptist School
River Oaks Baptist School
St. John's School
St. John's School
Texas Presbyterian Foundation
Texas Presbyterian Foundation
The Greater Houston Community Foundation
The Greater Houston Community Foundation
BACKGROUND
BACKGROUND
Lena McWilliams joined FR Resources, Inc. in 2025 after relocating to Houston from Memphis, Tennessee. She holds a degree in International Business from Mississippi State University and an MBA from the University of Memphis.
Lena McWilliams joined FR Resources, Inc. in 2025 after relocating to Houston from Memphis, Tennessee. She holds a degree in International Business from Mississippi State University and an MBA from the University of Memphis.
Prior to FR Resources, Lena worked for a full-service advertising agency and has a decade of experience in marketing communications and project management. She took a break from her professional career to raise her two sons, during which time she remained highly engaged in her community—serving as chair of various school committees, coaching middle school cross country, and volunteering with her church and local nonprofit organizations.
Prior to FR Resources, Lena worked for a full-service advertising agency and has a decade of experience in marketing communications and project management. She took a break from her professional career to raise her two sons, during which time she remained highly engaged in her community—serving as chair of various school committees, coaching middle school cross country, and volunteering with her church and local nonprofit organizations.
In her current role, Lena serves as Office Manager and Executive Assistant to Mr. Fred Robertson. She is married and enjoys painting, reading and going on outdoor adventures with her family.
In her current role, Lena serves as Office Manager and Executive Assistant to Mr. Fred Robertson. She is married and enjoys painting, reading and going on outdoor adventures with her family.
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