2016 Fall Conference Speaker

Investment Strategist – Tax Managed Solutions Robert Kuharic is the Investment Strategist for Tax Managed Solutions at Russell Investments. In his role, Rob implements model strategies into client portfolios and helps set strategic asset allocation targets while driving product innovation on not only the private client side of the business but also globally. Prior to assuming this role in 2014, Rob was a portfolio manager on the Multi-Asset team focused on Tax Managed Solutions. He also served as the Portfolio Manager on Russell’s Tax Managed Equity portfolios and separately managed accounts (SMAs) in the Tax Managed space at Russell starting in 2002. In 2010, Rob managed Russell’s Small Cap Funds; he implemented and managed a Small Cap separate account for the Korean National Pension System. His Russell career started as an analyst in Russell Proprietary Research (RPR), a division within Russell’s trading group. Prior to Russell, Rob worked at ING Group and Furman Selz Capital Management, performing research and performance analysis, as well as quantitative and risk analysis. Rob is a principal spokesperson for Russell’s investment process and frequently speaks to clients, contributes to Russell’s “Helping Advisors” blog, and presents at industry conferences to help clients understand the potential benefits of Tax Managed investing. Rob holds a B.B.A. in Finance & Investments from Bernard M. Baruch College at City University of New York University. He is a member of the Seattle Chapter of Financial Analysts and is also a CFA® Charterholder.