The Blue Rock Team
Robbie Burkhart, CFA
Chief Executive Officer, Chief Investment Officer
Robbie is a member of Blue Rock’s Investment Committee and his primary responsibilities include investment manager research and evaluation. His investment industry experience began in 1997.
 

Prior to joining Blue Rock in 2002, he managed corporate cash and pension assets for ALLETE, Inc. He joined their investment group in 1998, and served as the lead analyst of alternative investment strategies for a portfolio in excess of $200 million. In addition, in 1999, he co-developed a risk arbitrage strategy and actively managed that strategy from inception.

In 2002, he co-developed a fundamental and quantitative long-short market-neutral equity strategy and served as the portfolio manager from inception. In his previous positions, Robbie worked as an internal auditor for ALLETE performing financial and operational audits of subsidiaries located throughout North America.

Robbie graduated from the University of Wisconsin-Superior with a B.S. in Accounting in 1997, and the University of Minnesota Carlson School of Management with an M.B.A. in 2006.

He passed the Uniform Certified Public Accountant examination in 1998, and received the “President’s Award” from the Minnesota Society of Certified Public Accountants for earning the top score in the state of Minnesota on the exam. Robbie is a CFA® charterholder and is a member of the CFA® Society of Minnesota and the CFA® Institute.

Robbie serves on the board of Partnership Academy, an urban charter school.

Robbie can be reached at (952) 229-8705 or burkhart@blue-rock.com.

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Blue Rock is a registered investment adviser. Securities may be offered through Blue Rock Global Partners, Inc., an affiliate of Blue Rock and member of FINRA & SIPC. Registration with the SEC or with any self-regulatory authority does not imply a certain level of skill or training. A detailed summary of the risks and characteristics of Blue Rock's investment advisory business is included in Part 2A of Blue Rock's Form ADV (available at http://www.adviserinfo.sec.gov). Prospective investors must make an independent assessment of such matters in consultation with their own professional advisors. Nothing in the website should be construed as legal, tax, regulatory or accounting advice.

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