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Rob Dee, CFA

Investment Director, Private Client Practice

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Rob Dee is an Investment Director for the Private Client Practice at Cambridge Associates.

Rob advises private clients on investment strategy, portfolio construction, and manager selection to help them meet their long-term investment goals. Since joining the firm in 2019, he has worked across many practices, including Endowment & Foundation, Retirement, Insurance & Government, and now the Private Client Practice. For the last five years, he was a Private Investment Specialist, serving large pension clients and endowments.

Rob is actively involved in authoring custom due diligence research reports. He also supports the Real Assets Team as a local resource in Texas.

Before joining the firm, he spent three years at a multi-family office supporting ultra high-net-worth individuals and families.

Rob received his BA in Finance and his BS in Economics from Southern Methodist University. He is a CFA® charterholder.

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