Robert John Dow, CIMA®

Executive Director, Institutional Consulting Director, Alternative Investments Director, U.S. Government Entity Specialist

Direct:
(630) 573-9697(630) 573-9697

Bob Dow is an Executive Director of Morgan Stanley and an Institutional Consulting Director with Graystone Consulting, providing investment consulting advice and discretionary Outsourced CIO solutions to institutional and family-office organizations. Bob joined Graystone in 2012 after 25 years at Northern Trust where he founded their dedicated investment advisory practice for non-profits and middle market pensions. Bob provides leadership and expertise derived from his more than 30 years of combined investment, accounting, philanthropic and asset servicing experiences. Bob and the practice are also one of the firm’s leaders in impact investing, often customizing their client’s investment programs to align with each organization’s religious or other specific mission and values.

Bob’s experience includes providing discretionary investment program management, often referred as Outsourced Chief Investment Officer (OCIO) for:
• Private Schools, Colleges and Public Universities
• Public and Family Foundations - Including Many Faith Based Nonprofits
• Hospitals and Healthcare Organizations
• Defined Benefit and Other Liability Driven Investment Pools
• Specialty Fiduciary Trust and Planned Giving Programs (i.e. DAF, CRTs)
• Family Office Investments

For each client, we take the time to understand each investment pool’s purpose, the organizations’ cash flow/spending needs and customize accordingly via:
• Specific Allocations to Return Seeking, Risk Mitigating Assets Pools or a LDI/Glide Path Strategy for Specific Pools Supporting Liabilities
• Provide Unique Access to Private Asset and Other Alternative Exposures
• Special Focus to Mitigate or Hedge “Draw Down” Risk for Extreme Market Events
• Incorporate Impact Investing – for both Faith-Based and Other entities seeking Mission Aligned Programs

Bob is a Certified Investment Management Analyst (CIMA®) through the Wharton School of Business and a member of the Investment Management Consultants Association, an Alternative Investment Director and an Impact Investing Director. He is also a member of the CFA Institute, the CFA Society of Chicago and a member of the Association of Professional Investment Consultants (APIC). He earned B.S. degree in both Finance and Economics from Illinois State University and an M.B.A degree from Lake Forest Graduate School of Management. Bob enjoys volunteering for various community non-profits, Chicago sports and spending time with his wife Lisa and children Haley and Parker.
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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CRC# 2108324 (06/18)