5 Steps to a Successful Investment Program that will Impress Donors

As a benefit to nonprofit leaders and their staff, Numbers 4 Nonprofits hosts the Breakfast with Benefits series to give nonprofits an opportunity to get together (virtually for now), share ideas, and learn from presenters on current topics affecting nonprofits.

September 21, 2021
5 Steps to a Successful Investment Program that will Impress Donors
Presented by: Rob Roquitee, CFA. CEO
eCIO

Rob has 30 years of investment experience serving in business development, client servicing, portfolio management, and department oversight roles. At eCIO, he leads our team of talented investment and technology professionals delivering state-of the art solutions to institutional investors and other financial services firms. Rob serves as an Investment Advisor to our clients, developing investment strategy, overseeing portfolios, and communicating with investors. He also chairs our investment committee. Prior to launching eCIO, Rob established the Outsourced Chief Investment Officer (OCIO) practice for Madison Investments focused on serving larger non-profit organizations. He was also a founder and lead portfolio manager of the small cap portfolio management team at Allegiant Asset Management, which was later acquired by PNC Bank. In Rob’s first entrepreneurial role, he established and built a regional pension consulting office in Chicago which was later acquired by Empower Retirement. Rob is actively involved in his community serving on two institutional investment committees for nonprofit organizations (including chairing the endowment/finance committee). He received a BSBA in Finance and Marketing from the University of Denver and his MBA in Finance and Economics from the Booth School of Business at the University of Chicago. Rob also holds the Chartered Financial Analyst (CFA) designation.