Suggestions
Rob Steelman, CFA
Head of Portfolio Management & Trading
Rob Steelman, CFA, is a seasoned finance professional with a strong educational background and a wealth of experience in various prestigious organizations.
He holds an MBA with a focus on Finance from the renowned Columbia Business School, complemented by a BA in Economics and Mathematics from Swarthmore College. He also received his education from Mendham High School.
Rob has held key positions in several well-known firms, showcasing his expertise in the finance industry. He served as the Head of Portfolio Management and Trading and was a Founding Member at AGL Credit Management LP. Prior to this, he was a Managing Director at CIFC Asset Management, Director at ABNAMRO Bank NV, and held roles at Janney Montgomery Scott, JPMorgan Securities, Tague Securities, and First USA Bank.
With an impressive background in portfolio management, trading, equity research, and various other financial roles, Rob Steelman, CFA, brings a wealth of knowledge and experience to the table.