Robert L. Meyer, CFA

Senior Portfolio Manager

Robert Meyer is a Senior Portfolio Manager for CI Segall Bryant & Hamill Asset Management’s (SBH) All Cap Core Thematic strategy, and an analytical resource for the Preferred Securities and Current Income Portfolio strategies. Mr. Meyer joined the firm in 2024 from Roosevelt Investments, a partner firm acquired by CI Financial. During his 19-year tenure with Roosevelt Investments, he served as managing director and portfolio manager. Prior to joining Roosevelt Investments, Mr. Meyer worked as president and director of research at Ehrlich Meyer Associates, and director of research at Wall Street brokerages, Fahnestock & Co. and H.C. Wainwright & Co. He also served as an oil and gas analyst and was an early member of the Institutional Investor magazine’s All Star Team while a partner at Wainwright. Mr. Meyer earned a B.A. from Harvard College, an MBA from Harvard Business School and has earned the Chartered Financial Analyst® designation.

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