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Rob Swanke

CFA®

Senior Research Analyst

  • Provides due diligence and research a
  • Focuses on mid-cap equities, individual stock analysis, and portfolio reviews for the Mutual Fund Recommended List.
  • Brings diverse experience across investment research, including roles in fixed income, reporting engineering, and performance analysis at firms such as Commonwealth and Cambridge Associates.
  • Holds a degree in finance and accounting from Boston College and is a CFA® and CAIA charterholder; enjoys basketball and golf outside of work.