Robert Swanson, MBA, CFA picture

Robert Swanson, MBA, CFA

SVP, Co-Head of Equities – Portfolio Management

Robert Swanson, Senior Vice President and Co-Head of Equities – Portfolio Management at CI Global Asset Management (CI GAM), is a seasoned finance professional with over 40 years in investment management. Robert plays a pivotal role in managing the firm's equity portfolio management team in addition to driving its international equity strategies. Before joining CI GAM in 2011, Robert was a lead portfolio manager at Fidelity Investments. His tenure at Fidelity Investments showcased his abilities to manage large-scale funds and navigate complex financial systems. In terms of education, Robert holds a Bachelor of Science in Finance from Northern Illinois University and an MBA from Northwestern University. His academic credentials also include the Chartered Financial Analyst (CFA) designation, further demonstrating his knowledge and commitment to financial analysis and ethics.