CFA Society of Minnesota Board of Directors

Robbie J. Burkhart, CFA
Blue Rock Advisors
burkhart@blue-rock.com
952-229-8705

Robbie J. Burkhart is a Principal for Blue Rock Advisors, Inc with primary responsibilities including investment manager research and evaluation.  Prior to joining Blue Rock Advisors, Inc., 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 early 1999 he co-developed a risk arbitrage strategy and actively managed it as its portfolio manager from inception.  In early 2002 he co-developed a fundamental and quantitative LSMNE strategy and served as the portfolio manager from inception.  Prior to joining the ALLETE investment group, Mr. Burkhart worked as an internal auditor for ALLETE performing financial and operational audits of subsidiaries located throughout North America.  Robbie earned a B.S. in Accounting from the University of Wisconsin-Superior, and an MBA from the University of Minnesota, Carlson School of Management.  He is a member of the Beta Gamma Sigma national honor society.  He passed the Uniform Certified Public Accountant examination in May 1998 and received the “President’s Award” from the Minnesota Society of Certified Public Accountants for receiving the top score in the state of Minnesota on that exam.