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 their 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 Bob at 646–480-8997