Roberto Obregon Cfa, Caia

Senior Quantitative Research Analyst at Windhaven Investment Management, Inc.

Roberto Obregon, CFA, CAIA, is a seasoned finance professional with extensive experience in quantitative research and asset management. Currently serving as a Senior Quantitative Research Analyst at Windhaven Investment Management, Inc. since July 2020, Roberto previously worked as a Research Consultant and Senior Research Analyst at Meketa Investment Group, where responsibilities included developing quantitative models for asset allocation and risk management, as well as conducting investment manager research focused on systematic and quantitative hedge funds. Roberto holds a Master of Finance from MIT Sloan School of Management and a Bachelor of Science Cum Laude in Applied Mathematics with a focus on Financial Mathematics from Universidad Metropolitana in Venezuela. Roberto's earlier roles include positions in business development and financial analysis, contributing to various M&A projects and investment evaluations in the telecommunications and manufacturing sectors.

Location

Boston, United States

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Windhaven Investment Management, Inc.

As the Official Investment Firm of the PGA TOUR®, Schwab is proud to celebrate over 20 years of continuous support of professional golf.


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10,000+

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