Rob Lund, CFA

Senior Client Portfolio Manager

Senior Vice President, Senior Client Portfolio Manager, 17 years of experience

Rob joined IR+M in June 2009 and was promoted to Senior Client Portfolio Manager in 2021. In his role as Senior Client Portfolio Manager, 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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