Rob Lund, CFA

Senior Client Portfolio Manager

Senior Vice President, 17 years of experience

Rob joined IR+M in June of 2009 as an Associate on our Client Service Team. In 2011, he was promoted to his current role as Client Portfolio Manager. He works closely with clients and consultants to identify and understand client needs and serve as their point of contact for portfolio reviews and market updates.

Prior to joining IR+M, Rob was a Sales Assistant at BNY Mellon Wealth Management working with high net worth clients. Before that, he was an Operations Specialist at Brown Brothers Harriman.

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

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