Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Robert H. Schundler, CFA
Senior Portfolio Manager, Director of Research
Focus Areas
Equity Research
Portfolio Management
As Senior Portfolio Manager, Director of Research, Rob is primarily responsible for managing The Colony Group’s Asset Allocation Committee and leading the team that runs our proprietary multi-cap, dividend growth, and ESG (environmental, social, and governance) equity strategies.
Before joining the firm, Rob worked at State Street Global Advisors as a Research Analyst on the Economics and Equity Strategy Team. As a member of that team, he helped to analyze macroeconomic data and translate that data into investment themes. Previously, Rob was employed as a Fixed-Income Analyst at Smith Breeden Associates in Boulder, Colorado. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Rob earned a Master of Business Administration from Boston College and a Bachelor of Arts from Cornell University where he was elected into membership in Phi Beta Kappa.
Published Insights
In The News
The Impact of the Regional Bank Crisis Isn’t Over, Finance Pros Say. What to Watch Next.
May 14, 2023
The Colony Group's Rob Schundler, Senior Portfolio Manager, Director of Research, spoke with Barron's for this week’s Big Q. He shared what he's telling clients about the health of U.S. banks.
Topical Viewpoints
Regional Banks: Battered, But Not Beaten
April 11, 2023
There were many winners in March, with the S&P 500 Index up more than 3.5% and the Bloomberg Aggregate Bond Index up 2.5%; however, banks were not among them....
In The News
“How High Will Savings Rates Go in 2023?”
January 4, 2023
The Colony Group's Robert Schundler was recently featured in the article The Wall Street Journal: BuySide article "How High Will Savings Rates Go in 2023?" Read the full article here.
Investment & Market Analysis
Investing for Returns or Investing in ESG Strategies: A False Dichotomy
September 20, 2017
Clients are asking more than ever of their advisors. Routine conversations around having enough to retire, saving for college, or leaving a financial legacy have become more robust as...