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Rob McWilliam, CFA
Portfolio Manager / Director at Pacific Life
Rob McWilliam, CFA is an accomplished financial expert with years of experience in the industry. As a Chartered Financial Analyst (CFA), Rob holds a considerable reputation in the field. He has an extensive background in finance, working with top financial institutions as an investment manager, advisor, and more. He is a graduate of University of Warwick Business School in the UK and has been an active advocate for financial education and literacy throughout his career. Rob is a respected educator, public speaker, and thought leader in finance.
Rob has a deep understanding of investment strategies, portfolio management, risk management, and financial analysis. He has experience in investment banking, private equity, and has worked in various roles in big names such as Goldman Sachs, Blackstone, and Lehman Brothers. In addition, he has held top management positions at leading financial institutions, including Keystone Law, Hill Samuel Bank, and Prudential Corporation Asia.
Rob is also committed to service and giving back to the community. He has been a trustee for several charities and has been supporting educational initiatives to promote financial literacy in schools.