Rob Lund, CFA

Head of Client and Consultant Relationships 

Principal, Head of Client and Consultant Relationships, 19 years of experience

Rob joined IR+M in June 2009 and was promoted to Head of Client and Consultant Relationships in 2022. In his role as Head of Client and Consultant Relationships, Rob works closely with clients and consultants to identify and understand client needs and serve as the point of contact for portfolio reviews and market updates.  

Prior to joining IR+M, Rob was a Sales Assistant at BNY Mellon Wealth Management.   

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

 

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