Rob Little
Vice President, Director of Investment Research at CapAcuity | Greater Orlando
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Rob Little is a seasoned financial services professional with over twenty years of experience in investment research and portfolio construction. As the Vice President and Director of Investment Research at CapAcuity, he plays a pivotal role in shaping the firm’s investment strategies and guiding clients toward achieving their financial goals. Leading a dedicated team of research analysts, Rob is instrumental in overseeing the construction of investment menus tailored to diverse client needs. His expertise in risk management and investment policy formulation ensures that the portfolios maintained are not only diversified but also aligned with the latest market trends and economic forecasts.
Under Rob's leadership, the team conducts rigorous evaluations of institutional investment portfolios, providing comprehensive reporting and advisory services that empower clients to make informed decisions. His analytical skills are complemented by a deep understanding of alternative investments, mutual funds, and hedge funds, allowing him to identify unique opportunities in the market. Rob's commitment to excellence in wealth management is evident in his proactive approach to portfolio management, where he emphasizes the importance of risk assessment and strategic asset allocation.
Key projects led by Rob include the development of innovative risk-based portfolios that cater to both individual and institutional investors. His ability to synthesize complex market research into actionable insights has positioned CapAcuity as a trusted partner in the financial services industry. With a focus on delivering value and fostering long-term client relationships, Rob Little continues to drive the firm’s investment research initiatives, ensuring that clients are well-equipped to navigate the ever-evolving investment landscape.
Vice President, Director of Investment Research at CapAcuity in July 2018 to Present
Vice President, Investment Strategy & Research at LAMCO Advisory Services, Inc. in August 2013 to June 2018
Partner at The Bogdahn Group in September 2006 to May 2013
Director of Research at The Bogdahn Group in January 2006 to May 2013
Chief Investment Officer at Sentinel Fiduciary Services in July 2004 to January 2006
Research Analyst and Consultant at Burgess Chambers & Associates, Inc. in July 1999 to July 2004
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Manager Selection
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Microsoft Excel
Quantitative Analytics
Risk Management
Qualitative & Quantitative Research Methodologies
Cash Flow
Macroeconomics
Customer Engagement
Institutional Research
Presentations
Investment Policy
Monitoring Performance
Independent Thinking
Investments
Investment Advisory
Wealth Management
Analytical Skills
Capital Allocation
Capital Markets
Asset Allocation
Due Diligence
Portfolio Management
Investment Strategies
Equities
Alternative Investments
Mutual Funds
Financial Services
Investment Management
Asset Management
Strategy
Market Research
CRM
Hedge Funds
Fixed Income
Fund Of Funds
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Discover more about CapAcuityWhat is Rob Little email address?
Email Rob Little at [email protected]. This email is the most updated Rob Little email found in 2026.
What is Rob Little phone number?
Rob Little phone number is +14074774375.
How to contact Rob Little?
To contact Rob Little send an email to [email protected]. If you want to call Rob Little try calling on +14074774375. (updated on October 30, 2024)
What company does Rob Little work for?
Rob Little works for CapAcuity
What is Rob Little's role at CapAcuity?
Rob Little is Vice President, Director of Investment Research
What industry does Rob Little work in?
Rob Little works in the Financial Services industry.
Rob Little Email Addresses
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