Robert Longfield, CFA ®

Your Team


Robert Longfield, CFA ®

Executive Vice President, Senior Consultant

  • Overview

    Robert is an executive vice president and senior consultant for CBIZ Investment Advisory Services, LLC (CBIZ IAS), a Registered Investment Advisory firm. He is a member of the CBIZ IAS Research Advisory board. Robert oversees growth strategies for the team while specializing in investment consulting, foundations, insurance reserves, post retiree healthcare trusts, defined benefit and defined contribution clients.

  • Education

  • Professional Designations

  • Community Involvement

  • Awards

  • Specialties

  • Associated Offices

  • Disclaimer


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