Robert H. Schundler, CFA

Senior Portfolio Manager, Director of Research

Boston, MA
Focus Areas

Equity Research
Portfolio Management

As Senior Portfolio Manager, Director of Research, Rob is primarily responsible for managing The Colony Group’s Asset Allocation Committee and leading the team that runs our proprietary multi-cap, dividend growth, and ESG (environmental, social, and governance) equity strategies.

Before joining the firm, Rob worked at State Street Global Advisors as a Research Analyst on the Economics and Equity Strategy Team. As a member of that team, he helped to analyze macroeconomic data and translate that data into investment themes. Previously, Rob was employed as a Fixed-Income Analyst at Smith Breeden Associates in Boulder, Colorado. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Boston Security Analysts Society.

Rob earned a Master of Business Administration from Boston College and a Bachelor of Arts from Cornell University where he was elected into membership in Phi Beta Kappa.

Published Insights

The Impact of the Regional Bank Crisis Isn’t Over, Finance Pros Say. What to Watch Next.

The Colony Group's Rob Schundler, Senior Portfolio Manager, Director of Research, spoke with Barron's for this week’s Big Q. He shared what he's telling clients about the health of U.S. banks.

Regional Banks: Battered, But Not Beaten

There were many winners in March, with the S&P 500 Index up more than 3.5% and the Bloomberg Aggregate Bond Index up 2.5%; however, banks were not among them....

“How High Will Savings Rates Go in 2023?”

The Colony Group's Robert Schundler was recently featured in the article The Wall Street Journal: BuySide article "How High Will Savings Rates Go in 2023?" Read the full article here.

Investing for Returns or Investing in ESG Strategies: A False Dichotomy

Clients are asking more than ever of their advisors. Routine conversations around having enough to retire, saving for college, or leaving a financial legacy have become more robust as...