Rob Mounts

Rob Mounts has over two decades of experience in the finance industry, with a strong focus on portfolio management. Rob is currently serving as the Executive Director of GWES Portfolio Management Solutions at Fi-Tek since October 2022. Prior to that, they held the role of Director of Portfolio Management Solutions at Fi-Tek from March 2019 to January 2023. Additionally, Rob worked as the Vice President & Senior Portfolio Manager at Bremer Bank from June 2016 to December 2018, and as the Vice President & Investments Team Leader at Heartland Bank and Trust Company from December 2010 to June 2016. Rob also gained valuable experience as the Vice President & Investment Officer at Citizens First National Bank from December 2010 to November 2012, before it was acquired by Heartland Bank and Trust Company. Rob started their career as an Associate Portfolio Manager at US Bank in April 2007, where they eventually became a Fraud/Risk Analyst before leaving in December 2010. Their first financial role was as a Financial Associate at Thrivent Financial for Lutherans from September 2003 to September 2004. Throughout their career, Rob has exhibited expertise in investment management, process development, asset allocation, research, due diligence, portfolio construction, compliance, and client relationship management. Rob has also implemented modern portfolio theory principles and leveraged technology to enhance efficiency and productivity in the investments area.

Rob Mounts completed their Bachelor of Science degree in Finance from Minnesota State University Moorhead in the years 1999 to 2003. Later, in the years 2005 to 2007, they pursued their Master of Business Administration (MBA) with a specialization in Finance from North Dakota State University.