Rob Lund, CFA

Head of Consultant Relations & Insurance Solutions

22 years of experience

Rob joined IR+M in June 2009 and was named Head of Consultant Relations & Insurance Solutions in 2024. In his role, Rob works closely with clients, consultants, and prospects to understand their investment needs and objectives, serving as the point of contact for portfolio reviews and market updates.

Rob's career at IR+M reflects his deep commitment to client service and relationship management. Over the course of his tenure, he has cultivated strong institutional relationships while developing deep expertise and advancing the firm's consultant relations and insurance solutions efforts.

Prior to joining IR+M, Rob was a Sales Associate at BNY Mellon Wealth Management, supporting their private wealth business development efforts.

Rob earned a BA in Sociology from the University of New Hampshire.

Rob enjoys both playing and coaching basketball. He brings the same team-oriented and collaborative mindset to his interactions with clients, consultants, and colleagues.

As of 6/30/26 unless otherwise stated. Personnel Data as of 8/24/26.
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