Bob Dannhauser, CFA


Bob Dannhauser, CFA, FRM, CAIA, is the Head of Global Private Wealth Management at CFA Institute. In this role, Bob is responsible for initiatives related to private wealth management, including content development for private wealth management practitioners. Bob has more than twenty years' experience as an institutional investment marketer and client portfolio manager, having worked with a wide variety of corporate, public, union, high net worth, and eleemosynary investment funds. He is the former chair of the New York Society of Security Analysts' Socially Responsible Investment committee, where as a volunteer he was responsible for producing a variety of seminars and presentations related to use of ESG factors in the investment process.