Robert Welling, CFA

Robert Welling, CFA has over a decade of experience in the financial industry. In 2021, they began working as a Senior Consultant at Grandview Analytics. Prior to this, they worked as an Investment Analytics Consultant at Adeptyx Consulting Inc. from 2019 to 2021 and at Continuus Technologies from 2017 to 2019. From 2015 to 2017, they worked as an Investment Analytics Consultant at Northwestern Mutual, where they advised institutional asset managers in the implementation, enhancement, and customization of proprietary and vendor developed financial risk and analytics systems. From 2013 to 2015, they worked as a Portfolio Analyst at Aviva Investors, where they assisted in the management of US Investment Grade credit portfolios and supported portfolio managers and analysts. From 2009 to 2013, they worked at INTL FCStone Inc. as a FX Junior Trader and Risk Strategist, facilitating in managing a large vanilla and exotic structured trade book and providing customized structured derivative products and solutions.

Robert Welling, CFA, obtained their B.S. in Finance and MIS from Miami University in 2009. Robert is also a Chartered Financial Analyst, certified by the CFA Institute.