Rob G.

Rob G. has a diverse work experience in the finance industry. Rob started their career at Curian Capital in 2013 as a Research Analyst, where they conducted research on global equity markets, fixed income, and alternative investments. Rob also contributed to the design and maintenance of investment models for portfolio strategies and allocations.

In 2016, Rob worked as a Research Analyst on a contract basis. During this time, they continued to apply their research skills and gain experience in the field.

Rob then joined ALPS, A DST Company in 2018 as a Senior Analyst - ETF Research & Development. In this role, they performed portfolio management and research for technology and energy ETFs. Their responsibilities included providing monthly commentary and research on underlying equities in the portfolio, making portfolio management decisions, and writing macroeconomic research for broad US equity markets.

Most recently, Rob joined EQIS Capital Management, Inc. in 2019 as a Senior Investment Analyst. Their main responsibilities include researching, developing, writing, and implementing capital market assumptions for asset allocation models. Rob also manages direct equity portfolios using quantitative screens and conducts investment analysis for manager research and due diligence.

Throughout their career, Rob G. has demonstrated expertise in investment analysis, portfolio management, and research.

Rob G.'s education history begins with their Bachelor of Science (BS) degree in Accounting and Finance from the University of Colorado Denver, although the specific start and end years of their enrollment are not provided. Following this, they pursued an MBA in Finance from the University of Denver's Daniels College of Business, attending from 2021 to 2022.

In terms of additional certifications, Rob G. has obtained the CFA (Chartered Financial Analyst) certification from the CFA Institute, but the specific month and year of its acquisition are not mentioned.