Rob Roquitte
CEO and Co-founder @Ecio
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WORK HISTORY
CEO and Co-founder @Ecio
Madison, WI, US
eCIO is an organization of investment and technology professionals, who are lowering the cost of investment services by harnessing technology to more efficiently deliver high-quality investment solutions. eCIO is also the creator of the eVestech platform which powers eCIO and is now available to other financial institutions on an enterprise SaaS basis. The eVestech platform is a virtual communication hub for financial advisors and their clients. Our platform allows advisors to provide timely, high-touch, personalized service to their clients on a scalable basis. The inspiration for eCIO – The Chief Investment Officer for Nonprofits, came from a long career of providing investment management services to nonprofits that had larger asset pools (generally $20+ million). Organizations with smaller asset pools were generally not pursued as revenue was not sufficient to dedicate the necessary resources to properly serve this segment. We knew these organizations could do more for their communities with better investment programs and lower fees – that’s when eCIO was born. Disclosure: This is my personal LinkedIn page and is not sponsored or maintained by eCIO and is not to be considered advertising or solicitation of business.
EDUCATION
The University of Chicago Booth School of Business
MBA, Finance & Economics
University of Denver
BSBA, Finance & Marketing
ABOUT ROB ROQUITTE
I seek to make a positive impact on our communities and the financial services industry by applying technology to drive down costs and improve service. We founded eCIO to help organizations cut costs on investment services and drive efficiency in their organizations by making technology easy to use and accessible at a low cost. Extensive experience working with nonprofit organizations, financial advisors, and institutional consultants. Demonstrated ability to drive innovation by developing new products, new markets, and maintaining key relationships. A team player with a history of increasing collaboration across the organization. Chartered Financial Analyst (CFA) designation and MBA from the University of Chicago.Specialties:• FINTECH / WEALTHTECH• INSTITUTIONAL FOCUS ON NONPROFIT ASSET POOLS• MULTI-ASSET PORTFOLIO CONSTRUCTION• ASSET ALLOCATION EXPERT• PRIMARY BOARD AND COMMITTEE INTERFACE• INVESTMENT POLICY DEVELOPMENT• PORTFOLIO MANAGEMENT• BUSINESS DEVELOPMENT• RELATIONSHIP MANAGEMENT• ECONOMIC AND PORTFOLIO COMMENTARY
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