Robert Meng, CFA, MBA

Analyst & Portfolio Manager

Robert Meng joined SaratogaRIM in 2014. He is co-portfolio manager for the firm's equity strategies and has primary research, security selection and trading responsibilities for the capital markets, diversified financial services, IT services and hotels, restaurants & leisure portions of the portfolios.

Professional Experience & Designations

  • Chartered Financial Analyst (CFA)

  • Spent 8 years at Hall Capital Partners

    • Senior Relationship Manager in the Portfolio Management Group; oversaw multi-asset class portfolios for high-net-worth families, foundations & endowments

Education

  • The University of Chicago Booth School of Business

    • M.B.A.

  • University of California, Davis

    • B.A. Economics

Fun Facts

  • Successfully summited Mt. Rainier (2012) and Mt. Shasta (2017) ; attempted Mt. Whitney (2014) but was turned back due to weather

  • Krav Maga green belt; going for blue this year

  • Grew up in Saratoga, CA