Robert W. Dannhauser CFA, FRM, CAIA is Head of Global Private Wealth Management at CFA Institute, based in their New York office. He is responsible for strategy and content development for private wealth management practitioners. Previously, Bob headed CFA Institute's Capital Markets policy group, including policy advocacy efforts in Washington and Brussels.
Bob has over 25 years experience as a practitioner in both the institutional investment and private wealth management arenas, serving in a variety of client portfolio management, sales, and marketing roles. He started his investment management career with the predecessor to Calvert Group, one of the first socially responsible investing firms in the US.
Bob earned his MBA from the Johnson Graduate School of Management at Cornell University, as well as a MPH in Health Policy from Rutgers University and a BA in Political Science from the George Washington University.