Partner, Chief Investment Officer
Robert uses his experience and passion for investing and financial markets, along with his problem solving skills, to lead the investment team at CapGen. Robert is Chief Investment Officer, running all aspects of investment across the portfolios, including asset allocation, portfolio construction, risk management, investment research and selection. Robert has developed leading investment ideas and research at CapGen, including the firm’s proprietary asset allocation model. Robert sits on the Investment, Client Portfolio and Asset Allocation Committees. He started his career at Merrill Lynch where he structured and executed solutions for client portfolios across all asset classes using cash securities and derivatives. Robert has a double first class Master of Mathematics degree from Oxford University and has a Masters of Finance degree from Cambridge University where he won the Director’s Prize for graduating with the overall top mark. He is also a CFA® charterholder, holds the FRM designation from the Global Association of Risk Professionals and the CFA Certificate in ESG investing.