Profil
Mr. Robert A. Britenbach, CFA, is a Research Analyst of US Equities at Marquette Associates, Inc. He joined the firm in 2008 and is responsible for reviewing and conducting due diligence on U.S.
equity products and managers, as well as developing macroeconomic and capital markets research.
He is a member of the firm’s investment committee, traditional investment manager search committee and impact investing committee.
He has over 11 years of investment experience.
Mr. Britenbach holds a B.S.
in economics from the University of Illinois at Chicago and a M.S.
in economics from the University of Illinois at Urbana-Champaign.
He is a CFA charterholder, a member of the CFA Institute, and the CFA Society of Chicago.
He is also a CIPM certificate holder.
Anciens postes connus de Rob Britenbach
| Sociétés | Poste | Fin |
|---|---|---|
Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance MAI’s asset allocation studies evaluate potential client portfolios under a variety of macroeconomic environments, which directly impact the performance of asset classes. The studies are built to analyze often overlooked – but critical – features of portfolio construction, including liquidity, rebalancing, and net cash flow. The firm has the authority to invest assets with various investment managers that are within the parameters of the Client’s Investment Policy Statement. MAI will use certain investment tools to determine the clients’ risk parameters, time horizon and investment objectives. These include in person meetings, a risk profile, client questionnaire and other documentation. | Analyst-Equity | 01/04/2020 |
Formation de Rob Britenbach
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 2 |
|---|---|
University of Illinois
University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance MAI’s asset allocation studies evaluate potential client portfolios under a variety of macroeconomic environments, which directly impact the performance of asset classes. The studies are built to analyze often overlooked – but critical – features of portfolio construction, including liquidity, rebalancing, and net cash flow. The firm has the authority to invest assets with various investment managers that are within the parameters of the Client’s Investment Policy Statement. MAI will use certain investment tools to determine the clients’ risk parameters, time horizon and investment objectives. These include in person meetings, a risk profile, client questionnaire and other documentation. | Finance |
















