Rob Little has 19 years of investment experience focused on investment strategy and capital markets in addition to client portfolio management.
Rob currently serves as Vice President, Director of Investment Research at CapAcuity, leading a team of research analysts. Rob and his team oversee investment menu construction, create and maintain risk-based portfolios, evaluate institutional investment portfolios, and perform a wide variety of investment-related review, reporting and advisory services for the firm’s clients. Rob serves as a member of CapAcuity’s investment committee.
Before joining CapAcuity, Rob was vice president, investment strategy and research at LAMCO Advisory Services, where he was responsible for developing the firm’s investment research processes and making asset allocation and investment strategy recommendations to the firm’s investment committee. He conducted and published extensive research on capital markets and global economic conditions.
Prior to LAMCO, Rob was a partner and the director of research at AndCo Consulting (formerly The Bogdahn Group) where he led a team of analysts responsible for researching and recommending investment strategies for the firm’s institutional clients, developing custom risk-based asset allocations as well as authoring the firm’s quarterly market commentary and providing informal strategy and market updates to support the firm’s client-facing consultants.
Rob received his bachelor’s degree in economics from the University of North Carolina-Chapel Hill, and master of accounting degree from the University of Florida. He is a Chartered Financial Analyst (CFA) charterholder, and he is also a licensed Certified Public Accountant (CPA) in Florida.