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.
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 individuals have come to recognize that these matters have both financial and non-financial impacts on their lives. The emergence of...