Rob Schundler
Director of Research - Equity at The Colony Group LLC
Profile
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.
Rob Schundler active positions
| Companies | Position | Start |
|---|---|---|
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. | Director of Research - Equity | 28/02/2005 |
Former positions of Rob Schundler
| Companies | Position | End |
|---|---|---|
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 | Analyst-Fixed Income | - |
Training of Rob Schundler
| Boston College | Masters Business Admin |
| Cornell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
- Stock Market
- Insiders
- Rob Schundler
