Sign In
Get Clay Free →

Suggestions

    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.

    Highlights

    Apr 8 · pacificlife.com
    Pacific Life Announces Senior Leadership Appointments
    Pacific Life Announces Senior Leadership Appointments

    Related Questions

    What are Rob McWilliam's key responsibilities as a Fixed Income Portfolio Manager at Pacific Life?
    How long has Rob McWilliam been with Pacific Life?
    What is Rob McWilliam's background before joining Pacific Life?
    What specific strategies does Rob McWilliam use in his fixed income portfolio management?
    How has Rob McWilliam's career evolved since becoming a Managing Director at Pacific Life?
    Rob McWilliam, CFA
    Rob McWilliam, CFA, photo 1
    Rob McWilliam, CFA, photo 2
    Get intro to Rob McWilliam,
    Add to my network

    Experience

    Portfolio Manager / Director at Pacific Life

    Education

    M.B.A. in International Business from University of California, Irvine - The Paul Merage School of Business (1997-1999), B.A. in Economics from University of Colorado Boulder (1980-1985)

    Location

    Ladera Ranch, California, United States