Rob Cleary

Regional Director - Institutional Sales at Dimensional Fund Advisors

Rob Cleary has a diverse work experience spanning over 25 years. Rob began their career at Morgan Stanley as a Financial Advisor and later joined Trust Fund Advisors as a Regional Executive. In 2002, Rob worked at The Coca-Cola Company as an FX Trader and Senior Analyst. Rob then joined Legg Mason, where they held roles such as Director of Institutional Sales and Consultant Relations, as well as Director of Portfolio Specialist and Client Service Executive. Currently, Rob is working as a Regional Director in Institutional Sales at Dimensional Fund Advisors.

Rob Cleary completed their Master of Business Administration (MBA) degree with a focus on Finance and Capital Markets from Emory University - Goizueta Business School between 2000 and 2002. Prior to that, they obtained a Bachelor of Science in Business Administration (BS BA) with a specialization in Finance from the University of Richmond. Their earlier educational background includes attending Georgetown Preparatory School. Additionally, Rob holds certifications in Series 7 and 63, which were obtained from FINRA.

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