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Rob Swanke - Pioneer Valley Financial

Rob Swanke, CFA®, CAIA

Position: Senior Research Analyst, Fixed Income

As a senior research analyst, Rob responds to advisor inquiries on corporate fixed income portfolios, as well as analyzes individual corporate bonds, preferred stock, and structured product issues. He also conducts asset class and market research related to fixed income.

Rob is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and his FINRA Series 65 securities registration. He is a graduate of Boston College, where he concentrated in finance and accounting. Prior to joining Commonwealth, he worked at Cambridge Associates, an investment consulting firm, as a performance analyst and analyzed alternative investments for a single-family office.