People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"Satisfaction comes from leveraging the unique strengths of team members to make better decisions collectively than we can individually."

Robert H. Schundler, MBA, CFA

Senior Vice President & Director of Research

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As Senior Vice President, Director of Research and a Principal of The Colony Group, 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.