Fi-Tek
Rob Mounts has over two decades of experience in the finance industry, with a strong focus on portfolio management. Rob is currently serving as the Executive Director of GWES Portfolio Management Solutions at Fi-Tek since October 2022. Prior to that, they held the role of Director of Portfolio Management Solutions at Fi-Tek from March 2019 to January 2023. Additionally, Rob worked as the Vice President & Senior Portfolio Manager at Bremer Bank from June 2016 to December 2018, and as the Vice President & Investments Team Leader at Heartland Bank and Trust Company from December 2010 to June 2016. Rob also gained valuable experience as the Vice President & Investment Officer at Citizens First National Bank from December 2010 to November 2012, before it was acquired by Heartland Bank and Trust Company. Rob started their career as an Associate Portfolio Manager at US Bank in April 2007, where they eventually became a Fraud/Risk Analyst before leaving in December 2010. Their first financial role was as a Financial Associate at Thrivent Financial for Lutherans from September 2003 to September 2004. Throughout their career, Rob has exhibited expertise in investment management, process development, asset allocation, research, due diligence, portfolio construction, compliance, and client relationship management. Rob has also implemented modern portfolio theory principles and leveraged technology to enhance efficiency and productivity in the investments area.
Rob Mounts completed their Bachelor of Science degree in Finance from Minnesota State University Moorhead in the years 1999 to 2003. Later, in the years 2005 to 2007, they pursued their Master of Business Administration (MBA) with a specialization in Finance from North Dakota State University.
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Fi-Tek
Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting requirements of Hedge Funds & other securities partnerships. Fi-Tek also renders a complete gamut of Operations Outsourcing services leveraging its cutting-edge technology platforms. In business for almost two decades, Fi-Tek has established several long-standing client relationships with a wide spectrum of financial institutions that include Private Banks, Trust Banks, Wealth Managers, RIAs, Hedge Fund Managers & Administrators and Family Offices. Fi-Tek has 450 clients worldwide, ranging in size from $200 Million to $80 Billion, with a combined AUA of over $1.3 Trillion. Product innovation and client orientation have been and continue to serve as the pillars of Fi-Tek’s success. Product platforms have been built and augmented through the years using state-of-the-art technology, extensive domain knowledge and insights derived from key clients & partners. Fi-Tek has a scalable global business model with best-in-class infrastructure and facilities across the world. Being ISO 9001:2008 certified and engaging in SSAE 16 SOC1 Type II Audit annually, Fi-Tek follows industry standard best practices in all business functions including development, implementation & support. Fi-Tek’s global resource pool consists of top-notch professionals from varied disciplines, including highly skilled analysts & programmers, technologists, MBAs, and CPAs who render the organization with an ideal blend of technical skills & domain expertise. For more information, please visit www.fi-tek.com