Kip Robbins, CFA, Chief Investment Officer, leads RPA’s investment research and analysis, and he is a member of the firm’s Investment Committee.
Kip’s responsibilities include the oversight and management of the firm’s investment processes and programs, including investment menu analysis and design, fund manager due diligence, and RPA’s PortfolioPlus program—the firm’s proprietary managed account platform designed specifically for public sector employees. Kip, in conjunction with RPA’s Investment Committee, has extensive experience evaluating plan investment platforms as well as developing and maintaining plan investment menus.
Kip has over 21 years of investment management, analysis, and modeling experience, which includes 16 years of quantitative equity modeling for firms such as Chicago Investment Analytics, Alpha Logic, and Zacks Investment Research. Primarily supporting institutional equity portfolio managers at mutual funds, pension plans, and hedge funds, Kip created return prediction models that proved successful in determining individual stock price movements. Prior to joining RPA, he served as a Senior Analyst at Bank of Montreal (BMO)’s U.S. Wealth Management headquarters in Chicago. At BMO, Kip was heavily involved in asset allocation, modeling, and open architecture.
Kip holds a Bachelor’s degree in Business with a Concentration in Decision Sciences from Indiana University’s Kelley School of Business; also, an MBA with a Concentration in Business Statistics from the University of Denver’s Daniels College of Business. He holds the professional designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute, CFA Society of Chicago, and Chicago Quantitative Alliance.
Being an avid outdoorsman, he is also an Assistant Scoutmaster in the Boy Scouts of America.