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Rob Walker
Senior Vice President, Investment Management at Jordan Park Group LLC
About
Rob Walker is Senior Vice President of Investment Management at Jordan Park Group, where he leads investment strategy and portfolio construction for high-net-worth clients. In this role, he specializes in asset allocation with a strong focus on corporate credit analysis, guiding clients through complex markets and multi-asset portfolios.
He brings extensive experience from previous positions at Jordan Park Group, including Vice President of Portfolio Management and Portfolio Manager, where he honed expertise in public and private market investments. His sector coverage includes equities, fixed income, and alternative investments, with a particular emphasis on credit markets and diversified asset class solutions.
Rob holds an MBA from the University of Michigan's Ross School of Business and a BA from Tufts University, as well as CFA and CFP designations. Recognized for his analytical rigor and customized client solutions, he has made significant contributions to delivering tailored investment strategies for sophisticated investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jordan Park Group | Senior Vice President, Investment Management | Jan 2023 to Present | Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, phila... |
| Jordan Park Group | Vice President, Portfolio Management | Jan 2021 to Jan 2023 | — |
| Jordan Park Trust Company | Portfolio Manager and Senior Investment Analyst | Nov 2020 to Dec 2020 | — |
| Perspecta Trust | Vice President, Portfolio Manager and Senior Investment Analyst | Jul 2017 to Oct 2020 | — |
| Perspecta Trust | Senior Investment Analyst | Nov 2014 to Jun 2017 | — |
| W.P. Stewart & Co., Inc. | Investment Analyst | Jul 2008 to Jun 2012 | — |
| W.P. Stewart & Co., Inc. | Investment Associate | May 2006 to Jun 2008 | — |
| Redwood Investments, LLC | Investment Associate | Nov 2004 to Apr 2006 | — |
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Tufts University
Bachelor of Arts
Skills & Expertise
Others at Jordan Park Group LLC (41)
| Name | Role | Location |
|---|---|---|
B Bobby Palladino | Portfolio Manager | New York, NY , United States |
B Brian Goncalves | Senior Associate | Beverly, MA , United States |
 | Partner | San Francisco, CA , United States |
| Associate | San Francisco, CA , United States | |
C Cassidy Bruner | Analyst | CA , United States |
D David Salisbury | Partner | CA , United States |
 | Vice President, ESG and Impact Investing | San Francisco, CA , United States |
E Eric Miller | Vice President, Investment Infrastructure | San Francisco, CA , United States |
 | Partner | Lafayette, CA , United States |
 | Senior Analyst | New York, NY , United States |
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