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About
Robert L. Meyer, CFA, is a Senior Portfolio Manager at Segall Bryant & Hamill, LLC, based in New York, NY. In this role, he is principally responsible for managing equity portfolios with a focus on all-cap core and thematic strategies, drawing upon his deep expertise in U.S. equities. His work involves fundamental analysis, portfolio construction, and oversight of institutional client accounts within the firm's equity platform.
Before joining Segall Bryant & Hamill in 2024, Mr. Meyer was Managing Director at The Roosevelt Investment Group for nearly two decades, where he led portfolio management for both individual and institutional clients. Through these roles, he has accumulated broad experience across equity markets, with a particular emphasis on large-cap, mid-cap, and all-cap investment strategies as well as thematic investing approaches.
Mr. Meyer holds an MBA in Finance from Harvard Business School and a BA in Economics from Harvard College. His professional designations, including the Chartered Financial Analyst (CFA) credential, speak to his commitment to rigorous investment research and industry best practices. He is recognized for delivering strong performance and tailored investment solutions for foundations, endowments, and other institutional investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Segall Bryant & Hamill | Senior Portfolio Manager | May 2024 to Present | — |
| Roosevelt Investment Group | Managing Director | Jan 2005 to May 2024 | — |
Education
Harvard Business School
MBA, Finance
1962 — 1964
Harvard College
BA, Economics
1958 — 1962
Skills & Expertise
Others at Segall Bryant & Hamill, LLC (27)
| Name | Role | Location |
|---|---|---|
A Al Bryant | portfolio manager | Chicago, IL , United States |
| Senior Portfolio Manager | New York, NY , United States | |
| Senior Equity Analyst | Chicago, IL , United States | |
C Chris Schweitzer | Senior Equity Research Analyst | Chicago, IL , United States |
| Principal, Senior Portfolio Manager | Denver, CO , United States | |
D David Reeder | Senior Equity Analyst | Chicago, IL , United States |
| Equity Analyst | Chicago, IL , United States | |
| Senior Equity Trader | Denver, CO , United States | |
G Gordon Gary | Head Equity Trader | Philadelphia, PA , United States |
G Gregory Shea | Senior Portfolio Manager | Denver, CO , United States |