Commonwealth Financial Network
Robert Swanke, CFA, CAIA, currently serves as a Senior Investment Research Analyst at Commonwealth Financial Network, where responsibilities include creating the Recommended List for Mid-Cap Equity Mutual Funds and providing stock portfolio analyses and recommendations for advisors. Previously, Robert held roles as Senior Fixed Income Analyst and Performance Reporting Team Lead at Commonwealth, showcasing expertise in individual security analysis, fixed income market updates, and enhancing the firm's reporting platform. Early career experiences include positions at Boston College, Matheys Lane Capital Management, Cambridge Associates, and Fidelity Investments, focusing on portfolio analysis, alternative asset performance, and financial reporting. Robert earned a B.S. in Finance and Accounting from Boston College.
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Commonwealth Financial Network
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Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021