Robert Lowry, CFA
Associate Research Director at Fiducient Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
West Hartford, Connecticut, United States, US
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Experience
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Fiducient Advisors
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United States
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Financial Services
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100 - 200 Employee
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Associate Research Director
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Dec 2022 - Present
Windsor, Connecticut, United States
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Senior Research Analyst - Global Public Markets
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Sep 2020 - Dec 2022
Windsor, CT
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Senior Research Analyst
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Nov 2016 - Sep 2020
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Research Analyst
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Sep 2011 - Nov 2016
Windsor, CT
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USI Consulting Group
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United States
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Financial Services
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300 - 400 Employee
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Investment Analyst
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Sep 2009 - Sep 2011
- Conduct quantitative and qualitative investment, market and economic research for both defined benefit and defined contribution retirement plans. - Oversee and monitor investment performance and suitability for clients. - Write and edit monthly market update that is delivered to clients and employees. - Lead weekly economic and market update meetings. - Select investment lineups for current and prospective clients. - Produce and present quarterly investment reviews.
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Education
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2005 - 2009
Bucknell University
BA, Economics
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