Rob Balkema, Cfa
About Rob Balkema, Cfa
Rob Balkema, CFA, serves as the Senior Director and Head of Multi-Asset North America at Russell Investments, a position he has held since 2020. He studied Economics at Harvard University and has extensive experience in multi-asset solutions and research analysis.
Current Role at Russell Investments
Rob Balkema serves as the Senior Director and Head of Multi-Asset North America at Russell Investments. He has held this position since 2020, contributing to the firm's strategic direction in multi-asset investment solutions. His role involves overseeing the development and implementation of investment strategies tailored to meet client needs in the North American market.
Previous Experience at Russell Investments
Prior to his current role, Rob Balkema worked at Russell Investments in various capacities. He was a Portfolio Manager in Multi-Asset Solutions from 2012 to 2020, where he managed investment portfolios and developed multi-asset strategies. Before that, he served as a Senior Research Analyst from 2011 to 2012, focusing on market analysis and investment research.
Education and Academic Background
Rob Balkema studied at Harvard University, where he earned a Bachelor of Arts degree in Economics from 2002 to 2006. He also attended the Massachusetts Institute of Technology, participating in cross-registered classes in Accounting from 2005 to 2006. His educational background provides a strong foundation for his expertise in finance and investment management.
Professional Qualifications
Rob Balkema holds the Chartered Financial Analyst (CFA) designation, which signifies his expertise in investment analysis and portfolio management. This professional qualification is recognized globally and demonstrates his commitment to maintaining high standards of ethics and professionalism in the finance industry.