Robert Gilbert

Robert Gilbert has a diverse work experience with various companies. Robert currently holds the position of Senior Vice President - Strategic Accounts Executive at Morningstar since November 2020. Before that, they worked at Refinitiv where they held the roles of Sales Specialist from May 2017 to November 2020 and Global Business Consultant from November 2015 to May 2017. Prior to Refinitiv, they were a Senior Financial Analyst at Vitalyst from April 2015 to November 2015. Additionally, they worked as an Investment Services Specialist at Intech Investment Management LLC from November 2011 to October 2013 and as an SMA Trading Specialist at SEI from September 2008 to October 2011.

Robert Gilbert completed their education at IE Business School, where they obtained an MBA in 2014. Prior to that, they studied Accounting at Penn State University, earning a BSc degree from 2004 to 2008. Additionally, Robert holds certifications as a CFA Charterholder from the CFA Institute, obtained in 2017, and as a CAIA Charterholder from the CAIA Association, obtained in 2016.