Mgr., Alternative Investments - Investment Management and Research
Rob joined Commonwealth in July 2013 and is currently a senior investment research analyst. Rob facilitates due diligence and research activities on products within alternative financial strategies, such as managed futures, hedge funds, private equity, structured products, mutual funds, and exchange-traded funds. Rob earned his bachelor’s degree from UMass Amherst. He holds FINRA Series 7, 63, and 66 securities registrations and the Chartered Alternative Investment Analyst (CAIA) designation. Prior to joining Commonwealth, he spent the majority of his career at the global wirehouses in Boston, where he specialized in investment analysis and portfolio management. Rob’s analysis experience led him to a niche focus in alternative investments.