Rob Roquitte, CFA

Rob has 30 years of investment experience serving in business development, client servicing, portfolio management, and department oversight roles.
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How to Select an Investment Advisor for Your Nonprofit Organization

Nov 30, 2020 11:23:45 AM / by Rob Roquitte, CFA posted in investment

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Every nonprofit board has a unique makeup of individuals - varying in ages, backgrounds, and ethnicities - who come together for an organization they believe makes a difference. One of the key responsibilities of the board is to ensure that the funds are managed in a responsible and prudent manner. This typically involves selecting an advisor who can guide the board and help them fulfill their fiduciary duty - ideally an advisor who will act as a co-fiduciary.

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