Robert Cuadra

Robert is an institutional sales and relationship manager and member of the Outsourced Chief Investment Officer (OCIO) team. He works with clients primarily in the Northern and Southern California regions, focusing on corporate, Taft-Hartley, state & local government, and endowment & foundation plans.

He began his career as an Institutional Trust & Custody Manager, overseeing a portfolio of accounts with assets under management totaling over $25 billion.

Robert is a native to the Los Angeles area, and he received his B.S. degree in Business Finance & Economics from California State University, Los Angeles.