ROB SWANKE, CFA®, CAIA
Senior Research Analyst, Equity
- Analyzes individual fixed income securities and structured products, responds to advisor requests, and assists with fixed income market research
- Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 65 securities registration
- Earned a BS in finance and accounting from Boston College
