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Bob Marx
Managing Director- Client Relationships at Invenomic Capital Management LP
About
Bob Marx is the Managing Director at Invenomic Capital Management LP, based in Boston, Massachusetts. In this role, he leads client relationships and marketing activities, serving as a key liaison between the firm and institutional investors, advisory firms, and family offices. His responsibilities include managing client outreach, developing business strategies, and overseeing marketing initiatives for the firm's long/short equity investment products.
Bob specializes in the U.S. equity markets, with a particular focus on diversified long-short strategies that cover all market capitalizations and sectors. He is instrumental in communicating the firm's approach to investment in undervalued equities and overvalued short opportunities, supporting Invenomic’s fundamentally-driven, statistically intensive portfolio management process.
Before joining Invenomic, Bob was Director of Client Relations with Balter Liquid Alternatives and held senior roles at Wells Fargo Asset Management, CUNA Mutual, Evergreen Investments, and Transamerica. He graduated from Arizona State University with a Bachelor of Interdisciplinary Studies in Business and Communications, is a CAIA Level 1 candidate, and holds FINRA Series 6, 7, 24, and 63 licenses. With more than 23 years in financial services, Bob is recognized for his expertise in distribution, client service, and the marketing of alternative investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Invenomic Capital Management LP | Managing Director- Client Relationships | Jun 2019 to Present | — |
| Invenomic Capital Management LP | Head of Client relationships | Jun 2019 to Present | — |
| Balter Liquid Alternatives, LLC | Head of RIA, Private Bank and Trust, and Family Office Sales | Aug 2016 to Jul 2019 | — |
| Wells Fargo Asset Management | Internal Sales Manager- NBD and IRD and DCIO and Private Bank and Trust | Mar 2012 to Jul 2016 | — |
| CUNA Mutual Group | Financial Advisor | Sep 2010 to Mar 2011 | — |
| Transamerica | Regional Vice President | External Wholesaler | Oct 2007 to Sep 2010 | — |
Education
Stonehill College
1995 — 1996
Arizona State University
Skills & Expertise
Others at Invenomic Capital Management LP (8)
| Name | Role | Location |
|---|---|---|
| Managing Partner | Boston, MA , United States | |
| Senior Equity Research Analyst | Boston, MA , United States | |
P Paul Goncalves | Equity Analyst | Boston, MA , United States |
| Equity Research Analyst | Wellesley, MA , United States | |
B Bahij Hourani | L/S Equity Analyst | Boston, MA , United States |
| Equity Analyst | Boston, MA , United States | |
| Associate Investment Analyst | Somerville, MA , United States | |
| Equity Research Analyst | Boston, MA , United States |
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|---|---|---|---|
J John Brennan | Principal | Sirios Capital Management L P | Boston, MA , United States |
K Kristin Foley | Head of Trading | Sirios Capital Management L P | Boston, MA , United States |