Robert S. Bowman, CFA, CAIA, is currently the Director, Financial Advisor at Baird, a position they have held since 2024. Previously, they served as Director of Portfolio Management at Edelman Financial Services from 2008 to 2013 and held leadership roles at Trusco Capital Management and Crestar Asset Management. Robert began their career as an Institutional Equity Trader at Capitoline Investment Advisors and advanced to the role of Director of Financial Planning at Edelman Financial Engines from 2012 to 2023. They earned a BBA in Finance from Radford University, where they studied from 1986 to 1990.
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