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Bob Marx

Bob Marx

Managing Director- Client Relationships at Invenomic Capital Management LP

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Invenomic Capital Management LPManaging Director- Client RelationshipsJun 2019 to Present
Invenomic Capital Management LPHead of Client relationshipsJun 2019 to Present
Balter Liquid Alternatives, LLCHead of RIA, Private Bank and Trust, and Family Office SalesAug 2016 to Jul 2019
Wells Fargo Asset ManagementInternal Sales Manager- NBD and IRD and DCIO and Private Bank and TrustMar 2012 to Jul 2016
CUNA Mutual GroupFinancial AdvisorSep 2010 to Mar 2011
TransamericaRegional Vice President | External WholesalerOct 2007 to Sep 2010

Education

Stonehill College

1995 1996

Arizona State University

Skills & Expertise

Strategic Planning
Sales Management
New Business Development
Sales
Management
Investments
Leadership
CRM
Insurance
B2B
Finance
Sales Operations
Budgets
Retirement Planning
Series 63
Mutual Funds
Series 7
Financial Services
Securities
Alternative Investments
Asset Management
Wealth Management
Customer Relationship Management Crm
Product Marketing
PowerPoint
Banking
Distribution
Vehicles
Business Units
Client Relations
Salesforce.com
Fixed Income
Wire
Securities Regulation
Affinity
Retail
ARM
Networking
Customer Satisfaction
Business Development
Relationship Management
Market Opportunities
Strategic Relationships
Negotiation
Product Training
Asset Allocation
Strategy
Equities
Branding
Territory Management
Marketing
New Hires
Training
Customer Service
Directors
Ird
House
Key Account
Market Share
Trading
Campaigns
Wfa
Money Management
Presentations
Wholesale
Keys
Sales Manager
Customer Relationship Management

Others at Invenomic Capital Management LP (8)

NameRoleLocation
Ali Motamed
Ali Motamed
Managing PartnerBoston, MA , United States
Nathaniel Victor
Nathaniel Victor
Senior Equity Research AnalystBoston, MA , United States
P
Paul Goncalves
Equity AnalystBoston, MA , United States
Robert Cerulle
Robert Cerulle
Equity Research AnalystWellesley, MA , United States
B
Bahij Hourani
L/S Equity AnalystBoston, MA , United States
Kevin Wahle
Kevin Wahle
Equity AnalystBoston, MA , United States
Matthew Ryan
Matthew Ryan
Associate Investment AnalystSomerville, MA , United States
Sujin Kim
Sujin Kim
Equity Research AnalystBoston, MA , United States

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