Personal Biography

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Robert E. Sykes, CFA

Name

Robert E. Sykes, CFA

Position

Senior Portfolio Manager and Head of Asset Allocation, U.S., Multi-Asset Solutions Team

Based in Boston, Robert is responsible for overseeing all aspects of the firm’s U.S. asset allocation franchise, including portfolio management, asset class research, and trading. He leads U.S. portfolio management efforts across a wide range of multi-asset and multimanager solutions.

Prior to joining the firm, Robert spent four years as a senior consultant and portfolio analytics specialist at FactSet Research Systems, where he focused on portfolio construction, performance attribution, and risk analysis for over 40 institutional investment managers. Previously, he served as a financial analyst at Fidelity Investments. Robert holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.

  • Education: B.S., Finance, Providence College; M.S., Finance, Boston College
  • Joined Company: 2008 
  • Began Career: 2001