Senior Director, Investments And Portfolio Analysis
CurrentMember, Investment Committee.
1998 - Present
~28 yrs 4 mos
AeroLeads people directory · profile
Robert Young, Cfa Email & Phone Number
Senior Director, Investments and Portfolio Analysis
at
Edelman Financial Engines
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Director, Investments and Portfolio Analysis
Location
San Francisco Bay Area, United States, United States
Who is Robert Young, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Robert Young, Cfa is listed as Senior Director, Investments and Portfolio Analysis at Edelman Financial Engines, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Robert Young, Cfa.
Robert Young, Cfa previously worked as Consultant at Cambridge Associates and Manager at Cornerstone Research. Robert Young, Cfa holds Master Of Business Administration (Mba) from Stanford University Graduate School Of Business.
Company email context
Email format at Edelman Financial Engines
This section adds company-level context without repeating Robert Young, Cfa's masked contact details.
Edelman Financial Engines
Review company-level records connected to Robert Young, Cfa before choosing the right outreach path.
Profile bio
About Robert Young, Cfa
Robert Young, Cfa is a Senior Director, Investments and Portfolio Analysis at Edelman Financial Engines.
Current workplace
Robert Young, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles · 38 years
Robert Young, Cfa work experience
A career timeline built from the work history available for this profile.
1997 - 1998
~1 yr
Manager
1994 - 1997
~3 yrs
Portfolio Manager
Wells Fargo Nikko Investment Advisors
1993 - 1994
~1 yr
Analyst/Associate
1989 - 1991
~2 yrs
Research Assistant
1988 - 1989
~1 yr
2 education records
Robert Young, Cfa education
Master Of Business Administration (Mba)
Stanford University Graduate School Of Business
Bachelor’S Degree, Economics
Georgetown University
FAQ
Frequently asked questions about Robert Young, Cfa
Quick answers generated from the profile data available on this page.
What company does Robert Young, Cfa work for?
Robert Young, Cfa works for Edelman Financial Engines.
What is Robert Young, Cfa's role at Edelman Financial Engines?
Robert Young, Cfa is listed as Senior Director, Investments and Portfolio Analysis at Edelman Financial Engines.
Where is Robert Young, Cfa based?
Robert Young, Cfa is based in San Francisco Bay Area, United States, United States while working with Edelman Financial Engines.
What companies has Robert Young, Cfa worked for?
Robert Young, Cfa has worked for Edelman Financial Engines, Cambridge Associates, Cornerstone Research, Wells Fargo Nikko Investment Advisors, and Bureau Of Labor Statistics.
How can I contact Robert Young, Cfa?
You can use AeroLeads to view verified contact signals for Robert Young, Cfa at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.
What schools did Robert Young, Cfa attend?
Robert Young, Cfa holds Master Of Business Administration (Mba) from Stanford University Graduate School Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial