Robert H. Schundler, CFA

Senior Portfolio Manager, Director of Research

Boston, MA
Focus Areas

Equity Research
Portfolio Management

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.

Published Insights

Investing for Returns or Investing in ESG Strategies: A False Dichotomy

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...