Rusty Vanneman, CFA, CMT*
Chief Investment Officer
Rusty Vanneman joined CLS in September 2012 as Chief Investment Officer. Previously, Mr. Vanneman was Chief Investment Officer and Portfolio Manager at Kobren Insight Management (KIM) in the greater Boston area. His 11-year tenure at KIM included a 5-year span during which the firm was owned by E*TRADE Financial. During this time, Mr. Vanneman was the Senior Market Strategist for E*TRADE Capital. Prior to working at KIM, he was a Senior Analyst at Fidelity Management and Research (FMR Co) in Boston. He was also a Managing Analyst at Thomson Financial.
Mr. Vanneman received a Bachelor of Science in Management from Babson College, located in Wellesley, Massachusetts, where he graduated with high distinction. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. He is also a Chartered Market Technician (CMT) and a member of the Market Technician’s Association (MTA). In addition, Mr. Vanneman has authored a book “Higher Calling: A Guide to Helping Investors Achieve Their Goals.” Mr. Vanneman was named one of the 2017 Top Ten Portfolio Managers to Watch by Money Management Executive.*
Did you know? Rusty had a brief stint as a cowboy near the town of Valentine in Cherry County, Nebraska.
*CLS Investments, LLC (“CLS”) Chief Investment Officer, Rusty Vanneman, CFA, CMT, was selected as a “Top 10 Fund Managers to Watch” in 2017 by Money Management Executive. Money Management Executive is an unbiased, third-party publication covering the asset management industry. Money Management Executive chose the list of managers to watch by screening Morningstar data from funds with a single manager, ranked as having the best three-year annualized returns in their respective categories. The list of managers was published March 27, 2017. Money Management Executive is not affiliated with CLS. Ratings and awards may not be representative of any one client’s experience and are not indicative of CLS’s future performance.