Robert Kenyon: Driving Strategic Growth in Investment Management

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    Robert H. Kenyon, a seasoned investment management executive for three decades, has built a distinguished career marked by his unwavering commitment to driving growth and profitability for global asset managers. With a profound passion for strategic initiatives and a talent for fostering critical relationships, Robert has consistently propelled organizations forward amidst industry disruption.

    His journey in the financial sector began with Nuveen Investments in their exchange traded funds sector, where he played a pivotal role in establishing the company’s prominent position in the Closed-End Fund (CEF) marketplace. Launching numerous innovative multi-asset solutions, Robert contributed significantly to Nuveen’s exponential growth, with assets under management reaching $52 billion.

    Transitioning to Virtus Investment Partners, Robert assumed the role of Managing Director, Business Development. Here, he led strategic development and growth initiatives, spearheading the firm’s product strategy and expanding its Exchange-Traded Fund (ETF) and CEF businesses. His efforts played a crucial role in driving the company’s overall success in a highly competitive landscape.

    Robert’s journey continued at Allianz Global Investors, where he served as Director, Business Management & Strategy. In this capacity, he orchestrated successful growth strategies across US retail and Latin America distribution businesses, optimizing cost structures and enhancing operational efficiency.

    His expertise and leadership prowess were further honed during his tenure at Perpetual Limited, where he served as Chief Operating Officer, Perpetual US Services – Americas. In this role, Robert led retail sales, key accounts management, marketing, and product strategy and development. His strategic vision and execution resulted in remarkable asset under management (AUM) growth and revenue expansion for the firm.

    Currently serving as Managing Partner at KCG Advisory Group, Robert continues to provide invaluable guidance to Fin-Tech, Alternative, and Traditional asset management platforms. His strategic insights and extensive experience make him a highly sought-after executive in the investment management industry.

    Robert’s relentless pursuit of excellence, coupled with his unwavering commitment to driving organizational success, has cemented his reputation as a trusted leader and visionary in the financial sector. With a proven track record of delivering results and a passion for innovation, he continues to shape the future of investment management with his strategic acumen and forward-thinking approach.

    Character: Robert Kenyon embodies integrity, resilience, and a strong work ethic, consistently demonstrating honesty and ethical conduct in his professional endeavors.

    Knowledge: With over four decades of experience in investment management, Robert possesses a deep understanding of the industry’s complexities, trends, and best practices, enabling him to make informed strategic decisions.

    Strategic: Robert has a knack for developing and executing innovative growth strategies, leveraging his strategic insights to drive significant asset and revenue growth for the organizations he serves.

    Communication: Robert excels in clear and effective communication, adeptly conveying complex ideas and strategies to diverse stakeholders, fostering collaboration and alignment towards common goals.


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    Lisa Williams is a versatile professional with a strong track record in marketing, business ownership, and interior design. Currently, as the Marketing Director at Boardsi since February 2021, she has been a driving force behind the company's branding and strategy. Her creative vision and strategic insight have been instrumental in Boardsi's growth and success. With a history of entrepreneurial ventures, Lisa owned Tootsies Shoes, a boutique from February 2017 to September 2019, where she managed sales, accounts, buying, and merchandising. Earlier, at Pottery Barn, she excelled as a Sales and Interior Design Specialist from February 2008 to May 2016, bringing her talent for creating appealing living spaces and exceptional customer service. Lisa's educational foundation was laid at California State University, Chico, where she earned her bachelor's degree in Interior Design in 2004, coupled with active involvement in the Alpha Delta Pi Sorority.