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Robert Conley Cfa

Senior Performance Analyst at Appleton Partners, Inc.

Robert Conley, CFA, CIPM, currently serves as a Senior Performance Analyst at Appleton Partners, Inc. since January 2022. Prior to this role, Robert held the position of Senior Performance Analyst in Investment Analytics at Manulife from September 2018 to December 2021. Robert also garnered experience as a Senior Associate and Operations Analyst at SCS Financial from July 2011 to August 2018, and as a Reporting Analyst at Athena Capital Advisors from August 2010 to June 2011. Robert holds a Bachelor of Business Administration in Finance from the Isenberg School of Management at UMass Amherst, completed in 2009.

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