Robert Plunkett Email & Phone Number
Chief Investment Officer
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Robert Plunkett Location
- New York, NY, US
Robert Plunkett Work
- 2000 -now Chief Investment Officer and Trustee @ Plunkett Family Foundation
- 1990 -now Chief Investment Officer @ Design Research, LLC
- 2016 -2018 Relationship Banker @ JPMorgan Chase Bank, N.A.
- 2004 -2015 Vice President and Portfolio Manager, Investment Strategies @
- 1998 -2004 Director, Investment Services @
- 1995 -1998 Senior Financial Analyst @
- 1994 -1995 Portfolio Manager, Portfolio Management Unit @
- 1992 -1993 Senior Investment Analyst, Portfolio Strategies Unit @
- 1990 -1992 Investment Analyst, Structured Finance Group @
- 1988 -1989 Financial Analyst, Structured Finance Group @
Robert Plunkett Education
- Cornell University - College of Arts and Sciences
Bachelor of Arts (BA) (Economics)
- Cornell University - Johnson Graduate School of Management
Robert Plunkett Skills
- Alternative Investments
- Returns
- Positioning
- PowerPoint
- Cash Management
- Subscriptions
- Investment Performance
- Fixed Income
- Benchmark
- Valuation
- Evaluations
- New Business Opportunities
- Portfolio Management
- Financial Modeling
- Capital Markets
- Reviews
- Investments
- Business Development
- Bloomberg
- Records
- Market Opportunities
- Modeling
- Finance
- Investment Management
- Asset Allocation
- Analysts
- Software
- Oversight
- Equities
- Investment Policy Statements
- Summaries
- Outlook
- Mutual Funds
- Annual Reports
- Investment Strategies
- Investors
- Construction
- Marketing
- Asset Management
- Analytical Skill
- Cash
- Microsoft Excel
- Liquidity
- Interest Rates
- Financial Analysis
- Onboarding
- Attribution
- Trustee
- Private Equity
- Design Research
- Portfolio Managers
- Due Diligence
- Client Rapport
- Foundations
- Security
- Reporting
- Transition Management
- Capital
- Guides
- Income
- Presentations
- Traders
- Anticipation
- Institutional
- Hedge Funds
- Yield
- Pricing
Robert Plunkett Summary
- Robert Plunkett, based in New York, NY, US, is currently a Chief Investment Officer at Design Research, LLC. Robert Plunkett brings experience from previous roles at Plunkett Family Foundation, JPMorgan Chase Bank, N.A. and GE Asset Management. Robert Plunkett holds a Bachelor of Arts (BA) in Economics @ Cornell University - College of Arts and Sciences. With a robust skill set that includes Alternative Investments, Returns, Positioning, PowerPoint, Cash Management and more. Robert Plunkett has 7 mobile phone numbers on RocketReach.
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