Mr. Breed, a CFA® charterholder, is responsible for the management of the firm’s Core U.S. Equity Strategy. In addition, Mr. Breed is co-chair of the firm’s Asset Allocation Committee and provides support to the firm-wide investment process, including both fundamental and technical research. Rob has over 35 years of experience implementing investment policy, constructing portfolios and counseling individuals, families, endowments and foundations. His sound work has earned him a place on Barron’s list of Top Financial Advisors multiple times.