Robert Kellogg

Rober Kellog, CFA®

Investment Officer & Head of Financial Planning, ChangePath

As the head of Financial Planners at ChangePath, Robert oversees the development of financial plans for the clients of the firm, and also the development of the Case Design process within the firm. Prior to joining ChangePath, Robert was an Associate Client Portfolio Manager for Nuance Investments in Kansas City, Missouri. He has also worked for Ivy Investments (formerly Ivy Funds) in Mission, Kansas, and LaSalle Investment Management based out of Chicago, Illinois. Robert received a B.A. in Economics from Northwestern University in Evanston, Illinois. He obtained his CFA designation in 2018.

Local - 480.631.7133

Fax - 480.631.7144

Toll Free - 888.926.3070

nick@fullerwm.com

1772 E. Boston St Suite #103

Gilbert AZ 85295

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