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Robert Meng, CFA

Analyst & Portfolio Manager

Robert Meng joined SaratogaRIM in 2014. He is co-portfolio manager for the firm's equity strategies and has primary research, security selection and trading responsibilities for the capital markets, diversified financial services, IT services and hotels, restaurants & leisure portions of the portfolios.


Professional Experience & Designations

  • Chartered Financial Analyst (CFA)

  • Spent 8 years at Hall Capital Partners

    • Senior Relationship Manager in the Portfolio Management Group; oversaw multi-asset class portfolios for high-net-worth families, foundations & endowments

Education

  • UNIVERSITY OF CALIFORNIA, DAVIS

    • B.A. Economics

Fun Facts

  • Successfully summited Mt. Rainier (2012) and Mt. Shasta (2017) ; attempted Mt. Whitney (2014) but was turned back due to weather

  • Krav Maga green belt; going for blue this year

  • Grew up in Saratoga, CA