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Rob Brown, PhD, CFA

Rob Brown, PhD, CFA

Chief Investment Officer

As Chief Investment Officer, Rob has 31 years of experience as an industry veteran in portfolio management for large, sophisticated foundations, endowments, pensions, and ultra-high net worth individuals. Rob is a member of Integrated’s senior executive management team and the Chairman of the Integrated Investment Advisory Board. In his roles, Rob leads the conception, design, construction, operation, delivery, support, and evolution of Integrated’s enterprise-wide, institutional-quality investment management solutions.

Rob oversees the portfolios within Integrated and helps educate, mentor and provide joint work assistance to advisors working with larger, more complicated clients. Rob takes a consultative, educational approach to all advisor interactions. He has a unique ability to adjust the technical level and chemistry of dialogue to fit the audience and to make the complex, remarkably intuitive and straightforward.

Rob and his team: 

  • Focus their efforts on macroeconomic, monetary, capital market, and investment manager research and due diligence,

  • Engage in portfolio construction, management, trading, monitoring, and evaluation,

  • Provide ongoing, custom-tailored investment management solutions for high net worth relationships larger than $10 million.

Prior to joining Integrated, Rob served as the Chief Investment Officer for: 

  • United Capital Financial Advisers, Inc. ($20 billion AUM)

  • Genworth Financial Asset Management, Inc. ($7.5 billion AUM)

  • The Arizona Public Safety Personnel Retirement System ($7.5 billion AUM)

Degrees 

  • PhD - Northwestern University, Evanston, Illinois

  • MA - University of Maryland, College Park, Maryland

Certifications 

  • Chartered Financial Analyst (CFA) - CFA Institute

  • Series 65 Securities License held with Integrated Wealth Concepts  

  • Six Sigma Green Belt Quality Management - General Electric Corporation

Boards 

  • Member of the Editorial Board for The Journal of Investing

  • Member of the Editorial Board for the journal Finance and Market

 

Memberships 

  • CFA Institute

  • Financial Management Association International

  • CFA Society of Dallas/Fort Worth

  • Financial Planning Association

  • CFA Society of Colorado

  • CFA Society of Los Angeles


Rob Brown is solely an investment advisor representative of Integrated Wealth Concepts, and not affiliated with The Reserve Investments LLC or LPL Financial.