Rob Schundler
Directeur van Onderzoek - Eigen Vermogen bij The Colony Group LLC
Profiel
Mr. Robert H.
Schundler, CFA MBA, is a Senior Portfolio Manager & Director of Research at The Colony Group LLC.
He 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.
Prior to joining The Colony Group in March 2005, Mr. Schundler 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, he was employed as a Fixed-Income Analyst at Smith Breeden Associates in Boulder, Colorado.
He 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.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Actieve functies van Rob Schundler
| Bedrijven | Functie | Begin |
|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Directeur van Onderzoek - Eigen Vermogen | 01-03-2005 |
Eerdere bekende functies van Rob Schundler
| Bedrijven | Functie | Einde |
|---|---|---|
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Analyst-Equity | - |
Smith Breeden Associates, Inc.
 Smith Breeden Associates, Inc. Investment ManagersFinance Founded in 1982, Smith Breeden Associates, Inc. is a registered investment advisor headquartered in Durham, North Carolina. The firm manages equity and fixed-income portfolios for institutional investors including pension plans and financial institutions | Analist-Vaste Inkomen | - |
Opleiding van Rob Schundler
| Boston College | Masters Business Admin |
| Cornell University | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
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The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Smith Breeden Associates, Inc.
Smith Breeden Associates, Inc. Investment ManagersFinance Founded in 1982, Smith Breeden Associates, Inc. is a registered investment advisor headquartered in Durham, North Carolina. The firm manages equity and fixed-income portfolios for institutional investors including pension plans and financial institutions | Finance |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Finance |
