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@madisonadv.com
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5 phones found area 608 and 312
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Rob Roquitte, Cfa is listed as CEO & Founder at eCIO | eVestech at eCIO, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at madisonadv.com, phone signal with area code 608, 312, and a matched LinkedIn profile for Rob Roquitte, Cfa.
Rob Roquitte, Cfa previously worked as CEO and Co-Founder at Ecio and Guest Lecturer at Wisconsin School Of Business. Rob Roquitte, Cfa holds Mba, Finance & Economics from The University Of Chicago Booth School Of Business.
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I seek to make a positive impact on our communities and the financial services industry by applying technology to drive down costs and improve service. We founded eCIO to help organizations cut costs on investment services and drive efficiency in their organizations by making technology easy to use and accessible at a low cost. Extensive experience working with nonprofit organizations, financial advisors, and institutional consultants. Demonstrated ability to drive innovation by developing new products, new markets, and maintaining key relationships. A team player with a history of increasing collaboration across the organization. Chartered Financial Analyst (CFA) designation and MBA from the University of Chicago.Specialties:• FINTECH / WEALTHTECH• INSTITUTIONAL FOCUS ON NONPROFIT ASSET POOLS• MULTI-ASSET PORTFOLIO CONSTRUCTION• ASSET ALLOCATION EXPERT• PRIMARY BOARD AND COMMITTEE INTERFACE• INVESTMENT POLICY DEVELOPMENT• PORTFOLIO MANAGEMENT• BUSINESS DEVELOPMENT• RELATIONSHIP MANAGEMENT• ECONOMIC AND PORTFOLIO COMMENTARY
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Madison, Wisconsin, US
eCIO is an organization of investment and technology professionals, who are lowering the cost of investment services by harnessing technology to more efficiently deliver high-quality investment solutions. eCIO is also the creator of the eVestech platform which powers eCIO and is now available to other financial institutions on an enterprise SaaS basis. The.
Madison, WI, US
Investment TheoryExecutive MBA Program - Entrepreneurship
Madison, Wisconsin, US
Founder and leader of the customized multi-asset solutions group - providing holistic services to institutional investors. Our team partners with organizations to provide not only a world-class investment solution, but also services to help grow financial resources and to serve boards and oversight committees.Disclosure: This is my personal LinkedIn page.
Pittsburgh, Pennsylvania, US
Lead portfolio manager for small cap value strategies, including small cap value broad, small cap value focused, and small cap value concentrated products including Allegiant multi-factor small cap value fund (AMRIX) and institutional separate accounts. Primary spokesperson for SCV strategies as well as other quantitative equity products.
Toronto, Ontario, CA
Lead portfolio manager for small cap value strategy, including small cap value mutual fund (HSCVX) and institutional separate accounts with $450,000,000 in assets. Relationship management responsibility for many of firm's most significant institutional accounts.
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Rob Roquitte, Cfa works for eCIO.
Rob Roquitte, Cfa is listed as CEO & Founder at eCIO | eVestech at eCIO.
AeroLeads has found 1 work email signal at @madisonadv.com for Rob Roquitte, Cfa at eCIO.
AeroLeads has found 5 phone signal(s) with area code 608, 312 for Rob Roquitte, Cfa at eCIO.
Rob Roquitte, Cfa is based in Madison, Wisconsin, United States while working with eCIO.
Rob Roquitte, Cfa has worked for Ecio, Wisconsin School Of Business, Madison Investment Advisors, Pnc (F.K.A Allegiant Asset Management), and Bmo Global Asset Management U.S. (F.K.A. Harris Investment Management).
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Rob Roquitte, Cfa holds Mba, Finance & Economics from The University Of Chicago Booth School Of Business.
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