Robert Longfield, CFA ®

Executive Vice President, Senior Consultant

EMail: robert.longfield@cbiz.com

Phone: 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.

Education

B.A., Finance and Economics, The University of Memphis

Professional Designations

Chartered Financial Analyst® (CFA®)

Community Involvement

Robert is involved with various committees for Hope Presbyterian Church. He is serving on the Board of Directors for BioDlogics, LLC, a recently acquired Memphis based biologics company.