Robert Rowe
Robert Rowe
Robert Rowe is a 35-year veteran of the financial services industry, widely recognized for his expertise in business development and investment consulting. He earned a B.S in Business Administration from Illinois State University, and has studied General Studies/Business at Lincoln College. Rowe's career spans leadership roles in major securities firms such as Morgan Stanley, Prudential Securities, and Raymond James & Associates where he served as Senior Vice President & SR. Investment Consultant. Rowe's deep knowledge and creativity led him to create innovative investment consulting practices and strategies such as the on-line questionnaire-driven investment policy statement program for qualified plans & HNW clients, a proprietary and patented quantitative domestic equity overlay methodology-Enhanced Dynamic®, the Enhanced Alternative Income Investment Fund, and Enhanced Dynamic® Moderate Active Fund. He is a charter member of the Investment Management Consultants Association (IMCA), [now the Investments & Wealth Institute] and an original Certified Investment Management Analyst (CIMA®), having taught the Certified Investment Management Analysts (CIMA) program at Wharton on both investment policy and asset allocation. Having presented nationally on best practices in establishing and building a successful long-term investment consulting practice, business development, ethical practices of investment consulting, and investment policy formulations, Rowe is considered a pioneer and expert in business development in the mid-market, institutional, and HNW investment consulting arena. Currently, he serves as Managing Partner and Chief Compliance Officer at Enhanced Hedge Partners.