Robert Hall is a dedicated professional who helps ensure that RFO’s regular client reporting is beyond reproach. He is dedicated to providing flawless and comprehensive reports which objectively portray clients’ portfolio positions and performance.
Robert has almost 20 years of experience in the investment management industry, working for a major university pension fund with over $1.5 Billion in assets under management before joining Richter Family Office. He has developed extensive knowledge of money management strategies throughout his career, which he leverages to identify, investigate, and recommend money managers for Richter Family Office’s ultra-high net worth clients.
Robert participates in performing money manager due diligence, including assessing their strategy and their risk/reward profile. Recognized for his objectiveness and inquisitiveness when evaluating money managers, Robert is committed to helping find the best investment opportunities that are compatible with client portfolios.
Fields of expertise
- Asset Allocation
- Alternative Investments
- Portfolio construction
- Implementation and ongoing oversight of investment portfolio
Professional and community involvement
Pension Investment Association of Canada (PIAC) - Former Member, 2003 to 2014
PIAC Newsletter Group - Past Chair, 2011 to 2014
- Chartered Financial Analyst (CFA)
- Chartered Professional Accountant (CPA, CA)
- B. Com., Concordia University