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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