CBRE Global Investors, combined with CBRE Clarion Securities and CBRE Caledon, is one of the world’s leading real asset investment managers providing real estate and infrastructure investment solutions to over 500 clients worldwide.
CBRE Global Investors is the investment management division of CBRE Group, Inc. the world’s premier commercial real estate services and investment firm. The company’s shares trade on the New York Stock Exchange under the symbol “CBRE.”
Our firm is guided by an experienced team of professionals
Ritson Ferguson
Co-CIO – Listed Real Assets Strategies
View Bio
Ritson Ferguson
Co-CIO – Listed Real Assets Strategies
Ritson Ferguson is Co-CIO of the firm’s real assets securities division, CBRE Clarion Securities. He is a member of the CBRE Global Investors Executive Committee and Global Investment Committee and the CBRE Clarion and CBRE Caledon boards.
Between 2015 and 2019, Mr. Ferguson served in global roles for CBRE Global Investors, first as Global CIO and then as Global CEO. During his tenure as Global CEO of the firm, Mr. Ferguson accomplished several key initiatives, including the acquisition of Caledon Capital Management, now CBRE Caledon.
Prior to joining CBRE Global Investors, Mr. Ferguson was on the global management committee of ING Real Estate Investment Management. He was also one of the founding principals who formed the predecessor entity to CBRE Clarion Securities. Earlier in his real estate career, Mr. Ferguson worked at K.S. Sweet Associates and Trammell Crow Company. He was also a consultant at Bain & Company and a Captain in the U.S. Air Force. Mr. Ferguson began his real estate career in 1986.
Mr. Ferguson earned a Bachelor of Science degree from Duke University and a Master’s degree in Business Administration from the University of Pennsylvania’s Wharton School of Business. He is active in many real estate organizations (including PREA, EPRA, APREA and NAREIT) and is a CFA charter holder.
Joseph Smith
Co-CIO – Listed Real Assets Strategies
View Bio
Joseph Smith
Co-CIO – Listed Real Assets Strategies
Joseph Smith is Co-CIO of the firm’s real assets securities division, CBRE Clarion Securities. He is a member of the CBRE Global Investors Executive Committee and Global Investment Committee. Mr. Smith is the chair of the firm’s Management Committee and is co-leader of the U.S. real estate securities team.
Mr. Smith joined CBRE Clarion Securities’ predecessor firm in 1997. Prior to that, Mr. Smith worked in various management and analyst positions in the real estate industry including positions at Alex Brown & Sons, PaineWebber and Radnor Advisors. Mr. Smith began his career in the real estate industry in 1990.
Mr. Smith earned a Bachelor of Science degree from Villanova University and a Master’s degree in Business Administration from the University of Pennsylvania. He is active in the National Association of Real Estate Investment Trusts (NAREIT) and is a CFA charter holder.
Jeremy Anagnos, CFA
Principal, CIO, Infrastructure, CBRE Clarion
View Bio
Jeremy Anagnos, CFA
Principal, CIO, Infrastructure, CBRE Clarion
Responsibilities
Mr. Anagnos is the CIO - Infrastructure and a member of the CBRE Clarion Management and Global Investment Policy Committees.
Prior Experience
Prior to joining CBRE Clarion Securities in 2011, Mr. Anagnos served as Co-Chief Investment Officer of CB Richard Ellis Investors’ Securities Team responsible for portfolio management of global real estate securities separate accounts and funds. Mr. Anagnos was a founder of the securities group at CBRE and assisted in raising over $3 billion in assets as well as overseeing the global 28 member investment and operations team. During his career, Mr. Anagnos has worked in various management and research positions in the real estate industry with LaSalle Investment Management in Baltimore/Amsterdam and Deutsche Bank in London. Mr. Anagnos has over 23 years of real estate investment management experience.
Education
Mr. Anagnos earned a Bachelor of Science from Boston College with a degree in Finance. Mr. Anagnos is a holder of the Chartered Financial Analyst (CFA) designation.
Christopher S. Reich, CFA
Principal, Senior Portfolio Manager, Head of Quantitative Research
View Bio
Christopher S. Reich, CFA
Principal, Senior Portfolio Manager, Head of Quantitative Research
Responsibilities
Mr. Reich is a Senior Global Portfolio Manager, Head of Quantitative Research, and a member of CBRE Clarion Securities’ Global Investment Policy Committee.
Prior Experience
Mr. Reich joined CBRE Clarion Securities’ predecessor firm in 1999. His post work history includes various management and analyst positions with UBS Securities, LLC and Accenture. Mr. Reich has over 24 years of financial industry and investment management experience.
Education
Mr. Reich earned a Master of Science in Analytics from Villanova University, an MBA from New York University’s Stern School of Business, and a Bachelor of Science from Bucknell University. He is a member of the CFA Society of Philadelphia, and the CFA Institute.
Kenneth S. Weinberg, CFA
Principal, Senior Portfolio Manager
View Bio
Kenneth S. Weinberg, CFA
Principal, Senior Portfolio Manager
Responsibilities
Mr. Weinberg is a Senior Global Portfolio Manager, a member of CBRE Clarion Securities’ Global Investment Policy Committee, and co-leader of the U.S. real estate securities research team.
Prior Experience
Mr. Weinberg joined CBRE Clarion Securities’ predecessor firm in 2004. Prior to that, Mr. Weinberg worked in various management and analyst positions in the real estate industry including positions with Legg Mason Wood Walker, Inc. and Prudential Real Estate Investors. Mr. Weinberg has over 27 years of real estate investment management experience.
Education
Mr. Weinberg earned an MBA from Duke University’s Fuqua School of Business and a Bachelor of Science from Duke University. He is active in NAREIT, and is a member of the CFA Society of Philadelphia, and the CFA Institute.
Jonathan Miniman, CFA
Principal, Portfolio Manager, Americas
View Bio
Jonathan Miniman, CFA
Principal, Portfolio Manager, Americas
Responsibilities
Mr. Miniman is a Portfolio Manager and, as a member of CBRE Clarion Securities’ Americas research team, is responsible for the evaluation of listed real estate companies located in the U.S. and Latin America.
Prior Experience
Mr. Miniman joined CBRE Clarion Securities’ predecessor firm in 2002. Prior to that, Mr. Miniman worked at Group One Trading as a trader. Mr. Miniman has over 17 years of financial industry experience.
Education
Mr. Miniman earned a Bachelor of Science from Villanova University. Mr. Miniman is active in NAREIT, and is a member of the CFA Society of Philadelphia and the CFA Institute.
Justin Pica
Principal, Regional Portfolio Manager, Asia Pacific
View Bio
Justin Pica
Principal, Regional Portfolio Manager, Asia Pacific
Responsibilities
Mr. Pica is a Regional Portfolio Manager and leader of the Asia Pacific real estate research team. In addition, Mr. Pica has oversight of the Sydney based office.
Prior Experience
Mr. Pica joined CBRE Clarion Securities’ predecessor firm in 2010. Prior to that, Mr. Pica worked in various research and analyst positions at ING Investment Management and Commonwealth Bank of Australia. He has over 21 years of real estate industry experience.
Education
Mr. Pica earned a Master of Applied Finance (MAPF) from the University of Melbourne and a Bachelor of Business from Swinburne University. Justin is a member of the Chartered Accountants Australia and New Zealand (CA) and serves as a member of the Asia Regional Advisory Committee for the FTSE EPRA Nareit Global Real Estate Index.
Simon Robson Brown, ACA
Principal, Portfolio Manager, Europe
View Bio
Simon Robson Brown, ACA
Principal, Portfolio Manager, Europe
Responsibilities
Mr. Robson Brown is a Portfolio Manager and, as a member of CBRE Clarion Securities’ European research team, is responsible for the evaluation of listed real estate companies located throughout the United Kingdom and Continental Europe. In addition, Mr. Robson Brown is responsible for the oversight of the firm’s London based office.
Prior Experience
Mr. Robson Brown joined CBRE Clarion Securities’ predecessor firm in 2006. Prior to that, Mr. Robson Brown worked in various research and analyst positions at UBS and Citigroup. Mr. Robson Brown has over 19 years of real estate investment experience.
Education
Mr. Robson Brown earned a Bachelor of Arts Hons from Saint John’s College, Cambridge. He is active in EPRA and a member of the Institute of Chartered Accountants in England and Wales.
Hinds Howard
Principal, Associate Portfolio Manager, Infrastructure
View Bio
Hinds Howard
Principal, Associate Portfolio Manager, Infrastructure
Responsibilities
Mr. Howard is an Associate Portfolio Manager and, as a member of CBRE Clarion Securities’ Global Infrastructure research team, is responsible for evaluating listed master limited partnerships (“MLPs”) and energy infrastructure companies in North America.
Prior Experience
Mr. Howard joined CBRE Clarion Securities’ in 2013. Prior to that, Mr. Howard was a portfolio manager and partner managing separate accounts with a MLP investment focus at Guzman Investment Strategies. While at Guzman, Mr. Howard managed client portfolios investing in MLPs and North American energy securities. Mr. Howard previously worked for Lehman Brothers analyzing and modeling public and private energy MLPs, first in the investment banking division and subsequently for an investment fund investing in MLPs. Mr. Howard has over 11 years of listed MLP and North American energy investment experience.
Mr. Howard is a regular speaker and presenter at MLP industry conferences, including the Platts MLP Conference, the PWC MLP User Conference and the OPIS Supply Conference. He has been the author of a blog on MLP investing since 2009 (mlpguy.com), which CBRE Clarion continues to update with weekly commentary.
Education
• M.B.A., Babson College, 2010
• B.S., Boston University, 2004 (summa cum laude, finance)
Daniel Foley, CFA
Senior Vice President, Associate Portfolio Manager, Infrastructure
View Bio
Daniel Foley, CFA
Senior Vice President, Associate Portfolio Manager, Infrastructure
Responsibilities
Mr. Foley is an Associate Portfolio Manager and, as a member of CBRE Clarion Securities’ Global Infrastructure research team, is responsible for evaluating listed infrastructure companies in the communications sector globally as well as the transportation and utilities sectors in the Americas region.
Prior Experience
Mr. Foley joined CBRE Clarion Securities’ predecessor firm in 2006, and has over 12 years of financial industry experience. In his tenure with CBRE Clarion Securities and its predecessor firm, Mr. Foley has gained extensive, multi-disciplined experience evaluating real asset securities spanning developed and emerging markets across the globe. He has been an active member of the firm’s Global Infrastructure research team since its inception.
CREDENTIALS
• Chartered Financial Analyst (CFA)
Education
• M.B.A., Villanova University, 2012
• B.S., Drexel University, 2004 (Magna Cum Laude)
Diane L. Wade, CFA
Principal, Head of ESG, CBRE Clarion Securities
View Bio
Diane L. Wade, CFA
Principal, Head of ESG, CBRE Clarion Securities
Responsibilities
Ms. Wade is leading CBRE Clarion's Environmental, Social and Governance (ESG) initiatives as Head of ESG. She is responsible for developing and implementing the firm's policies and procedures surrounding responsible investment. Ms. Wade has been highly involved in the firm's proxy voting administration and ESG initiatives since 2014. Ms. Wade is a member of CBRE Global Investors Responsible Investment Committee (RIMCo), aiding in the execution of CBRE Global Investors' broader ESG initiatives.
Prior Experience
Ms. Wade joined CBRE Clarion Securities’ predecessor firm in 1996 as a member of the Americas Investment Team evaluating public real estate companies in the U.S. and Canada. Prior to that, Ms. Wade worked at National Association of Real Estate Investment Trusts, Inc., Barnes, Morris, Pardoe and Foster Inc., and Grubb & Ellis of Metropolitan Washington, D.C. Ms. Wade has over 29 years of financial industry experience.
Education
Ms. Wade earned a Bachelor of Science from Pennsylvania State University. Ms. Wade is active in NAREIT, International Council of Shopping Centers, and is a member of the CFA Society of Philadelphia, the CFA Institute, and sits on the Institute for Real Estate Studies Advisory Board at Penn State's Smeal College of Business.
Gavin Peacock, CFA
Senior Vice President, Senior Analyst, Asia Pacific
View Bio
Gavin Peacock, CFA
Senior Vice President, Senior Analyst, Asia Pacific
Responsibilities
Mr. Peacock is a Senior Analyst and, as a member of CBRE Clarion Securities’ Asia Pacific research team, is responsible for the evaluation of Asia Pacific listed real estate companies and listed infrastructure companies in the transportation and utility sectors globally.
Prior Experience
Prior to joining CBRE Clarion Securities in 2011, Mr. Peacock worked in various analyst positions in the financial industry including positions at First State Investments and Colonial First State. Mr. Peacock has over 17 years of financial industry experience.
Education
Mr. Peacock earned a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia and a Bachelor of Commerce from Macquarie University. He is a holder of the Chartered Financial Analyst designation.
Daisuke Hotta
Senior Vice President, Senior Analyst, Japan
View Bio
Daisuke Hotta
Senior Vice President, Senior Analyst, Japan
Responsibilities
Mr. Hotta is a Senior Analyst and, as a member of CBRE Clarion Securities’ Asia Pacific research team, is responsible for the evaluation of listed Japanese real estate companies and listed infrastructure companies in the transportation and utility sectors globally.
Prior Experience
Mr. Hotta joined CBRE Clarion Securities’ in 2006. Prior to that, Mr. Hotta worked at ING Mutual Funds Management Company (Japan) as an Investment Analyst/Manager, and Abeam Consulting Ltd. Mr. Hotta has over 16 years of financial industry experience.
Education
Mr. Hotta holds a Bachelor of Arts from Keio University and Middlebury College.
James Crutcher
Senior Vice President, Senior Analyst, Europe
View Bio
James Crutcher
Senior Vice President, Senior Analyst, Europe
Responsibilities
Mr. Crutcher is a Senior Analyst and, as a member of CBRE Clarion Securities’ European research team, is responsible for the evaluation of European listed real estate companies and listed infrastructure companies in the transportation and utility sectors globally.
Prior Experience
Mr. Crutcher joined CBRE Clarion Securities’ predecessor firm in 2006. Prior to that, Mr. Crutcher worked in various research and analyst positions at ING Real Estate Investment Management and IPD. Mr. Crutcher has over 19 years of financial industry experience.
Education
Mr. Crutcher holds a Bachelor of Arts from the University of Birmingham
Chad Stecker, CFA
Vice President, Senior Analyst, Infrastructure
View Bio
Chad Stecker, CFA
Vice President, Senior Analyst, Infrastructure
Responsibilities
Mr. Stecker is a Senior Research Analyst and, as a member of CBRE Clarion Securities’ Global Infrastructure research team, is responsible for evaluating the listed infrastructure companies in the oil/gas transport & storage/MLP’s sector and the communications and utilities sectors in North America.
Prior Experience
Mr. Stecker joined CBRE Clarion Securities’ predecessor firm in 2007. Prior to CBRE, Mr. Stecker worked at SEI. Mr. Stecker has over 13 years of financial industry experience.
Education
Mr. Stecker holds a Bachelor of Science degree from Shippensburg University
Curtis Cooper
Principal, Senior Equity Trader
View Bio
Curtis Cooper
Principal, Senior Equity Trader
Responsibilities
Mr. Cooper is a Senior Vice President of CBRE Clarion Securities and is responsible for the firm’s equity trading, commission management, and transaction cost analytics. In addition, Curtis is responsible for the development and implementation of electronic trading practices designed to improve the efficiency of the firm’s global trading capabilities.
Prior Experience
Mr. Cooper joined CBRE Clarion Securities’ predecessor firm in 2000. Prior to that, Mr. Cooper worked at GMAC Mortgage as an Assistant Trader. Mr. Cooper has over 20 years of trading experience.
Education
• B.S., New York University
W. Stevens Carroll, CPA
Principal, Managing Director
View Bio
W. Stevens Carroll, CPA
Principal, Managing Director
Mr. Carroll is a Managing Director with a focus within CBRE Clarion’s Business Development Team. Mr. Carroll is a member of CBRE Clarion Securities’ Global Investment Policy Committee and Global Infrastructure Allocation Meeting (GIAM) Committee.
Prior to joining CBRE Clarion Securities in 2011, Mr. Carroll served as Co-Chief Investment Officer of CB Richard Ellis Investors’ Securities Team responsible for the portfolio management of global real estate securities separate accounts and funds. Prior to that, Mr. Carroll served as LaSalle Investment Management Securities’ Baltimore-based Global Securities Portfolio Manager and as LaSalle's European Securities Portfolio Manager in Amsterdam. His past experience also includes real estate and financial analysis experience at Kenneth Leventhal & Company, a national accounting firm and asset management experience with JCF Partners, a real estate asset management firm located in Maryland. Mr. Carroll has over 30 years of real estate investment management experience.
Mr. Carroll earned a Bachelor of Arts from the University of California, Los Angeles with a degree in Economics. He is a member of NAREIT and currently serves on the Asia-Pacific and North American Index Committees for the EPRA/NAREIT Property Securities Index. Mr. Carroll is a Certified Public Accountant licensed in the State of California.
David J. Makowicz
Principal, Chief Operating Officer
View Bio
David J. Makowicz
Principal, Chief Operating Officer
Responsibilities
Mr. Makowicz is the Chief Operating Officer of CBRE Clarion Securities. Mr. Makowicz is responsible for global business operations including its four subsidiary organizations. He has direct oversight of sales, marketing, client service and human resource teams. In addition, Dave serves as a member of CBRE Clarion’s executive management team and the CBRE Global Investors Global Leadership Team.
Prior Experience
Mr. Makowicz joined CBRE Clarion Securities’ predecessor firm in 2006. Prior to that, he led business development and operations for a $12 billion U.S. mutual fund trust at SEI Investment Company. Mr. Makowicz has over 20 years of financial industry experience. Prior to his civilian career, he served 8 years active duty as a Naval Flight Officer in the U.S. Navy.
Education
Mr. Makowicz earned an MBA from Villanova University and a Bachelor of Science from the U.S. Naval Academy. He is a registered and licensed member of FINRA Series 7 and 63.
Jarrett Kling
Principal, Marketing and Client Service
View Bio
Jarrett Kling
Principal, Marketing and Client Service
Responsibilities
Mr. Kling is a Principal of CBRE Clarion Securities and is a member of the Marketing and Client Services Team. He is responsible for maintaining key strategic relationships and is a member of the firm’s product development team.
Prior Experience
Mr. Kling was one of the founding partners of CBRE Clarion Securities’ predecessor firm. During his career, Mr. Kling founded two investment advisory firms: Manning and Napier, Inc. and Brandywine Asset Management. He also served at Kidder Peabody & Company, Inc. and W.H. Newbold’s & Son, Inc. Mr. Kling has over 51 years of financial management experience.
Education
Mr. Kling earned a Bachelor of Science from the University of Pennsylvania. He is a Trustee of Old Mutual Advisor Funds and of The Hirtle Callaghan Trust. Mr. Kling is a National Trustee of the Boy’s and Girl’s Club of America.
David Leggette, CAIA
Principal, Head of Marketing
View Bio
David Leggette, CAIA
Principal, Head of Marketing
Responsibilities
Mr. Leggette is responsible for the oversight and management of CBRE Clarion Securities’ marketing and client reporting teams. In addition, he is responsible for building and maintaining relationships with many of firm’s institutional clients and distribution partners worldwide. He is also responsible for coordinating the firm’s closed-end fund investor relations.
Prior Experience
Mr. Leggette joined CBRE Clarion Securities in 2004. Prior to that, he was spent 5 years with SEI, a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. Mr. Leggette has over 19 years of investment management industry experience.
Education
Mr. Leggette holds a Bachelor of Arts from Hobart and William Smith Colleges. He is a registered and licensed member of FINRA Series 7 and 63, and is a holder of the right to use the Chartered Alternative Investment Analyst designation.
Mark Babiec, CFA
Senior Vice President, Client Service
View Bio
Mark Babiec, CFA
Senior Vice President, Client Service
Responsibilities
Mr. Babiec is a Senior Vice President of CBRE Clarion Securities and is a member of the Marketing and Client Services team. Mr. Babiec is responsible for the firm's client service program.
Prior Experience
Mr. Babiec joined CBRE Clarion Securities’ predecessor firm in 2006. Prior to that, Mr. Babiec had worked at SEI, the Vanguard Group, Miller, Anderson & Sherrerd, Morgan Stanley Investment Management and InvestorForce where he gained valuable experience in marketing and client relations. Mr. Babiec has over 29 years of experience in the financial services industry.
Education
Mr. Babiec holds an MBA from Saint Joseph’s University and a Bachelor of Science from Providence College. Mr. Babiec is a registered and licensed member of FINRA, a member of the CFA Society of Philadelphia, a member of the CFA Institute and a member of the Global Association of Risk Professionals.
Joe Lavin, CIMA, AIF
Senior Vice President, U.S. Intermediary Channel
View Bio
Joe Lavin, CIMA, AIF
Senior Vice President, U.S. Intermediary Channel
Responsibilities
Mr. Lavin is Senior Vice President of CBRE Clarion Securities and is a member of the Marketing and Client Services team. Mr. Lavin is responsible for client service and new business development for the firm’s mutual fund sub-advisory and annuity relationships.
Prior Experience
Mr. Lavin joined CBRE Clarion Securities’ predecessor firm in 2011. Prior to that, Mr. Lavin had worked at Tradition Capital Management, Managers Investment Group and Rorer Asset Management where he gained valuable experience in management, marketing and sales. Mr. Lavin has over 24 years of experience in the financial services industry.
Education
Mr. Lavin holds a Bachelor of Business Administration from Temple University. He is a registered and licensed member of FINRA Series 6 and 63. Mr. Lavin is a member of Certified Investment Manager Analyst (CIMA) and Accredited Investment Fiduciary (AIF).
Dana Tapp
Senior Vice President, U.S. Intermediary Channel Marketing
View Bio
Dana Tapp
Senior Vice President, U.S. Intermediary Channel Marketing
Responsibilities
Mrs. Tapp is Senior Vice President of CBRE Clarion Securities and is a member of the Marketing and Client Services Team. Mrs. Tapp is responsible for client service and new business development for the firm’s mutual fund sub-advisory and annuity relationships.
Prior Experience
Mrs. Tapp joined CBRE Clarion Securities’ predecessor firm in 2007. Prior to that, Mrs. Tapp had worked at American Century and Janus where she gained valuable experience in marketing and sales. Mrs. Tapp has over 22 years of experience in the financial services industry.
Education
Mrs. Tapp holds a Bachelor of Arts from Graceland University. She is a registered and licensed member of FINRA Series 7 and 63, and is a member of Commercial Real Estate Woman Network.
Brian Kinsella
Vice President, Institutional Marketing and Client Services
View Bio
Brian Kinsella
Vice President, Institutional Marketing and Client Services
Responsibilities
Mr. Kinsella is a member of the Marketing and Client Services Team, focusing on institutions, foundations, endowments, and Taft Hartley relationships.
Prior Experience
Mr. Kinsella joined CBRE Clarion Securities in 2016. Prior to that, Mr. Kinsella worked at Causeway Capital where he gained valuable experience in management, marketing and sales. Mr. Kinsella has over 11 years of experience in the financial services industry.
Education
Mr. Kinsella holds an MBA from the University of Colorado and a Bachelor of Science from Boston College. He is a registered and licensed member of FINRA Series 7 and 63.
Jonathan A. Blome
Principal, Chief Financial Officer
View Bio
Jonathan A. Blome
Principal, Chief Financial Officer
Responsibilities
Mr. Blome serves as Chief Financial Officer of CBRE Clarion Securities and his responsibilities include reporting the financial results of CBRE Clarion and its subsidiaries. Mr. Blome leads the finance team coordinating the accounting needs for both corporate and fund products. In addition, he is the Head of the Securities Operations department of CBRE Clarion and his responsibilities include the oversight of trade settlement and portfolio accounting.
Prior Experience
Mr. Blome joined CBRE Clarion Securities’ predecessor firm in 2005 as the Head of Operations. Previously in his career, Mr. Blome was a supervising senior auditor for Ernst & Young LLP. His audit experience centered on financial services audits including banks, private equity firms, investment companies, hedge funds, and insurance companies. Mr. Blome has more than 18 years of financial industry experience.
Education
Mr. Blome earned a Bachelor’s of Science from Drexel University.
Robert S. Tull, CPA, CFE, CSCP
Principal, Chief Compliance Officer
View Bio
Robert S. Tull, CPA, CFE, CSCP
Principal, Chief Compliance Officer
Responsibilities
Rob is the firm's Chief Compliance and Risk Officer and is responsible for the oversight and execution of the global compliance and risk management program.
Prior Experience
Rob has spent his entire professional career specializing in regulatory compliance; he began his career with the U.S. Securities and Exchange Commission as an examiner for investment advisers and investment companies. Prior to joining CBRE Clarion Securities’ predecessor firm in 2008, Rob was a senior consultant for a compliance consulting firm. Mr. Tull has 19 years of compliance and regulatory experience.
Education
Rob earned a bachelor’s degree in finance from Villanova University and a master’s in business law from Loyola University Chicago School of Law. He is Certified Public Accountant, Certified Fraud Examiner, Certified Securities Compliance Professional, and Financial Risk Manager. Rob is also on the Board of Directors of the National Society of Compliance Professionals and is a frequent speaker and author on compliance and risk matters.