Bob Dannhauser, CFA, FRM, CAIA

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Bob Dannhauser, CFA, FRM, CAIA

Bob Dannhauser, CFA®, FRM, CAIA®, is head of global private wealth management with the CFA Institute. Before joining the CFA Institute staff, he worked with a wide variety of institutional and high net worth investors as a client portfolio manager, marketer, and salesperson. He earned a BA in political science from The George Washington University, an MBA from Cornell University, and an MPH in health policy from the University of Medicine and Dentistry of New Jersey.

June 2019


Family Wealth Dynamics

Tom McCullough and Keith Whitaker’s book ‘Wealth of Wisdom’ offers essential guidance and tools to help high-networth families successfully manage their wealth. The authors compiled the 50 most common questions facing wealth protection and growth..

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Private Wealth Management
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