Robert Blankenship, CMFC®, Research Associate, joined Cassaday & Company, Inc., in 2019.
Robert supports the Investment management team by preparing and participating in Investment Policy Committee meetings, auditing and calculating financial data, performance reporting, and investment research.
Robert is a member of the board of trustees for Cassaday & Company, Inc.’s Donor Advised Fund (DAF), where he is passionate about helping our local community by supporting the fund’s mission. The mission of Cassaday’s DAF is to create opportunities that otherwise would not exist by providing basic necessities like food, water, medical care, refuge, shelter, sanctuary, education, and training.
Robert graduated from Radford University in 2020 with a bachelor’s degree in finance. While at Radford University, Robert was an active member of the Student Managed Investment Portfolio Organization (SMIPO). Robert has a Chartered Mutual Fund Counselor (CMFC®) designation.
Robert is a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealers in the United States; he holds the Series 7 securities registration. Robert is not registered with Cassaday & Company, Inc.