Robert joined Oak Associates, ltd. in 2001. Previously, he served as an Equity Market Analyst for IDEAglobal, a global research firm that analyzes major asset classes and international macro policy. Robert began his investment career at Merrill Lynch, serving as a Financial Consultant in Stamford, Connecticut.
Robert earned his MBA from Goizueta Business School at Emory University, concentrating in International Finance. He also holds a BA in International Studies from Dickinson College in Carlisle, Pennsylvania.
Robert holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. Robert is a member of the CFA Institute, the CFA Society of Cleveland and the Chartered Market Technicians Association.