Bio
Robert is a Retirement Consultant for our institutional clients, specializing in pension advisory services.
He advises clients in the management and oversight of their retirement plans including risk management and reduction, asset allocation policy, liability-driven investment strategies and glide path design, investment manager selection, investment menu design, and fiduciary governance.
Robert earned a BS in Economics from the University of Iowa and an MBA from the Keller Graduate School of Management. Robert is a Chartered Financial Analyst (CFA) and a member of the CFA Institute of Chicago.