Robert Schrock
Equity Research Analyst at Congress Asset Management Co. /ma
About
Robert Schrock, CFA, is an Equity Research Analyst at Congress Asset Management in Boston, MA. In this role, he focuses on providing fundamental research and investment recommendations across the Financials, Real Estate, Materials, and Energy sectors as a member of the firm’s Multi-Cap Growth Investment Committee.
Prior to his current position, Robert served as a Senior Investment Operations Analyst at Congress Asset Management, where he was responsible for supporting portfolio operations and trade processes. Earlier in his career, he was an Operations Specialist at F-Squared Investments and held roles at Northwestern Mutual, further strengthening his expertise in financial analysis and operational management.
Robert holds a BA from Kenyon College and is a CFA charterholder, actively involved with the CFA Institute and the CFA Society Boston. His professional experience demonstrates deep knowledge in equity research, investment operations, and the analysis of companies within the financial, real estate, materials, and energy industries.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Congress Asset Management | Equity Research Analyst | Apr 2018 to Present | Over seven years experience covering Financials, Materials, REITs, Energy, and Utilities for the firm's growth and value strategies. Primary responsibilities include monitoring current holdings and so... |
| Congress Asset Management | Senior Investment Operations Analyst | May 2015 to Sep 2019 | — |
| F-Squared Investments | F-Squared Capital - Operations Specialist | Jan 2014 to Mar 2015 | — |
| Northwestern Mutual | Financial Representative | Mar 2008 to Dec 2013 | — |
| Romney for President | Advance Team | Aug 2007 to Feb 2008 | — |
Education
Kenyon College
BA, History
2002 — 2006
Upper Arlington High School
Skills & Expertise
Others at Congress Asset Management Co. /ma (20)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager and Vice President | Boston, MA , United States |
 | Vice President, Client Portfolio Manager | Boston, MA , United States |
 | Vice President - Portfolio Manager | Wakefield, MA , United States |
 | Equity Research Analyst | Boston, MA , United States |
J Jeff Kerrigan | Portfolio Manager | Boston, MA , United States |
J Joel Carpenter | Head Equity Trader | Boston, MA , United States |
 | Vice President - Portfolio Manager | Newton, MA , United States |
 | Equity Trader | Boston, MA , United States |
N Nicholas Koup | Equity Research Analyst | Boston, MA , United States |
 | Vice President, Portfolio Manager | Boston, MA , United States |