Meet Robert A. Schlegel

SVP, Co-Head of National Sales

Title:
SVP, Co-Head of National Sales
Team:
Business Development, Distribution & Advisor Services
Experience at CCMG:
5 Years
Industry Experience:
23 Years

Rob Schlegel is a Senior Vice President, Co-Head of National Sales with Clark Capital Management Group. In this role, he is responsible for leading the Platform Team in their efforts to build collaborative partnerships with financial advisors. Rob has extensive experience growing distribution opportunities and developing best practices across Independent and RIA distribution channels.

Prior to joining Clark Capital, Rob served as Senior Regional Director with Virtus Investment Partners and prior to that was a Regional Consultant for Curian Capital. Since entering the financial industry in 2001, Rob’s experience also includes being a part of organizations like AIG, John Hancock and Eaton Vance. Rob earned a Bachelor of Science from Florida Gulf Coast University and a Masters of Management from Cambridge College as well as the FINRA Series 6, 7, and 66 licenses.

Hidden Talents
I have my private pilot's license
Favorite Travel Destination
Maui
Pets
I have a 90-pound Golden Doodle named Astro

Insights by Rob

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