Rob Brown, PhD, CFA

Rob Brown, PhD, CFA

Chief Investment Officer

As Chief Investment Officer, Rob has 31 years of experience in portfolio management for large, sophisticated foundations, endowments, pensions, and ultra-high net worth individuals. Rob oversees the portfolios within IWC and helps educate, mentor and provide joint work assistance to Integrated advisors working with larger, more complicated clients. Rob takes a consultative, educational approach to all advisor interactions. He has a unique ability to adjust the technical level and chemistry of dialogue to fit the audience and to make the complex, remarkably intuitive and straightforward.

 

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial.

Rob Brown is solely an investment advisor representative of Integrated Wealth Concepts, and not affiliated with LPL Financial.