Robert Armstrong - Swan Global Investments

Direc­tor – Insti­tu­tion­al Group

Bob Arm­strong, CFA®, PRM® is respon­si­ble for Swan’s busi­ness devel­op­ment and client ser­vice efforts with­in the insti­tu­tion­al chan­nel. This includes large RIA’s, fam­i­ly offices, pri­vate banks, sub-advi­so­ry, turn-key man­agers, etc.

Before join­ing Swan, Bob spent 8 years at Sen­tinel Invest­ments, most recent­ly as Vice Pres­i­dent of Insti­tu­tion­al Sales, respon­si­ble for both busi­ness devel­op­ment and client ser­vice. Pri­or to join­ing the Insti­tu­tion­al Sales group for Sen­tinel, Bob was part of the Invest­ment Strat­e­gy Group, where he served as a client fac­ing exten­sion of the port­fo­lio man­age­ment teams as a pro­duct spe­cial­ist. Before his work as part of the Invest­ment Strat­e­gy Group, Bob was a Region­al Sales Direc­tor for Sen­tinel, respon­si­ble for inter­nal sales cov­er­age for the Pac-NW and South­west ter­ri­to­ries.

He earned his B.S. in busi­ness from Nor­wich Uni­ver­si­ty, and is also a CFA Char­ter­hold­er, and Pro­fes­sion­al Risk Man­ager.

He is a mem­ber of both the New York Soci­ety of Secu­ri­ty Ana­lysts, and the Pro­fes­sion­al Risk Man­agers’ Inter­na­tion­al Orga­ni­za­tion.

Con­tact Eric Eller­be at 646–480-8997