SENIOR DIRECTOR, BUSINESS OPERATIONS & COMPLIANCE

Robert Petry, CFA, CAIA


Bob serves as Senior Director of Business Operations & Compliance at TwinFocus. He is an integral member of the Senior Management team overseeing all aspects of Finance and Operations inclusive of Human Resources, Information Technology and Regulatory Compliance.

SENIOR DIRECTOR, BUSINESS OPERATIONS & COMPLIANCE

Robert Petry, CFA, CAIA


Bob serves as Senior Director of Business Operations & Compliance at TwinFocus. He is an integral member of the Senior Management team overseeing all aspects of Finance and Operations inclusive of Human Resources, Information Technology and Regulatory Compliance.

HISTORY


Bob joins TwinFocus from the U.S. Securities and Exchange Commission (SEC) where he was responsible for examining private funds. Bob led for-cause and routine examinations where he would scope risk and evaluate the financials and operations of Registered Investment Advisers.

Prior to the SEC, Bob was the Vice President of Research at Freeman Associates in San Diego, California, a quantitative equity adviser and early pioneer in the low-volatility space. While at Freeman, Bob rebuilt its small-cap value product from the ground up. In addition to conducting model and risk research, he was also instrumental in portfolio management and firm strategy. Bob started in the alternatives space at 646 Advisors, a market-neutral fund in Boston, where he was a quantitative analyst. In that role, he researched the security selection models, built risk templates and reconciled the funds.

Bob also worked at Wellington Management as a quantitative analyst in the international equities program, designed custom data solutions for mutual fund complexes as a consultant, and built real-time analytics for a fixed income trading floor.

EDUCATION


Bob has a Master’s in Business Administration with a concentration in Finance from the Yale School of Management. Bob also holds both a Bachelor of Engineering and a Bachelor of Arts in Economics and Engineering Science from Dartmouth College. He has studied applied macro-economics at the University of Oxford as an associate student. Bob is both a CFA charter holder and a CAIA charter holder.

OUTSIDE THE OFFICE


A native of Hartford, Connecticut, and life-long Red Sox fan, Bob now resides in Boston’s South End neighborhood. He often spends his free time with his lovely wife at their Connecticut lake house or in Rio de Janeiro while she tries to teach him all about Brazilian soccer.