Robert W. Dannhauser, FRM, CAIA, CFA

Head, Global Private Wealth Management

Expertise

  • Corporate Governance
  • Environmental, Social, and Governance Issues
  • Investment Standards of Practice
  • Investment Management
  • Private Wealth

Dannhauser directs the global private wealth management practice of CFA Institute. Based in New York City, he is responsible for content and programs that address the most relevant issues confronting private wealth practitioners and advocating for best practices that uphold fairness and integrity. 

Before assuming this role in 2016, he was Head of Global Capital Markets Policy, leading a team that addresses policy issues relevant to the integrity of the world’s capital markets, and oversaw regulatory outreach efforts in Washington DC and Brussels. His team developed thought leader research and analysis on a variety of current issues including corporate governance, systemic risk, investor protection, market structure, and the regulation of the investment management profession. Previously, he was responsible for the organization’s highly respected standards of practice which provide guidance to individuals and firms grappling with ethical problems in the investment industry. Dannhauser is a member of the investment committee overseeing the CFA Institute operating reserve and previously chaired the organization’s defined contribution investment committee.

Before joining the CFA Institute staff in 2007, he held a variety of client portfolio management, sales and marketing positions in the institutional investment arena.

Dannhauser earned a MBA in finance from the Johnson Graduate School of Management at Cornell University, and a MPH in health systems and policy from the University of Medicine and Dentistry of New Jersey. He earned a BA in political science from George Washington University. In addition to holding the Chartered Financial Analyst designation, he earned the Financial Risk Manager certification from the Global Association of Risk Managers as well as the Chartered Alternative Investment Analyst designation from the CAIA Association.

He is a member of the New York Society of Security Analysts (NYSSA) and chaired the predecessor committee of NYSSA’s Sustainable Investment Committee from 2003-2005.