Robert Longfield, CFA ®

Your Team

 

Robert Longfield, CFA ®

Executive Vice President, Senior Consultant

 901.761.8080
  • 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.

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