Robert W Dannhauser CFA, FRM, CAIA
Senior Advisor, The Investment Integration Project
Bob Dannhauser is a consultant, researcher, and writer on wealth management, asset management, and sustainable investing. He is Senior Advisor to The Investment Integration Project, a research and consulting firm focused on helping investors manage systemic risks. Previously he was Global Head of Private Wealth Management at CFA Institute, where he also served as Head of Global Capital Markets Policy. Bob has over 25 years experience as a client portfolio manager and marketer to a wide variety of institutional and high net worth clients.
Appearances
IdentificationPFP2018DateJuly 21, 2020During 2010 - 2019, it wasn't as hard as usual to be a hero for your clients: markets marched upwards and returns stretched beyond what many market observers predicted based on fundamentals…Speakers
President, Frisch Financial Group, Inc.Robert W. Dannhauser, CFA, FRM, CAIASenior Advisor, The Investment Integration ProjectJoe Martinez, CFAManaging Partner, Phlox Capital Management, LLCMatthew H. Rosenberg, CFA, CPA/PFSPresident, RoseCap Financial Advisors$49Standard Price
