Broker Check
Robert B. Clelland

Robert B. Clelland

President

Bob Clelland has extensive experience as a consultant to pension plans, insurance companies, foundations and endowments. He has earned the Certified Investment Management AnalystSM (CIMA®) designation, recognized as the highest industry standard in consulting expertise.

Prior to joining Clelland & Company, he founded an institutional consulting firm based in San Francisco working with qualified pension plans, foundations, endowments, financial services institutions, and family trusts. In the 1980’s, Bob held the position of Senior Vice President with the SEI Corporation, a leading provider of institutional investment consulting and management services. At SEI, he was responsible for all investment consulting activities in the Western United States .

Bob is Director Emeritus of the Investment Management Consultants Association (IMCA), the national professional organization for the investment consulting industry. He served on the Board of Directors of IMCA for twelve years and was the organization’s President for two of those years. As a founder of the Consultant’s Performance Standards Task Force, he participated in the shaping of investment standards for the industry. Bob is a frequent speaker at industry meetings and conferences and is often quoted in national publications.

Bob is a past member of the Board of Governors of the San Diego Foundation and the past Chairman of the Foundation’s Investment Committee. He also serves on the Editorial Advisory Board of the Journal of Investment Consulting. He has been a Registered General Securities Principal (Series 24) and Registered Securities Representative (Series 7) and currently holds the Registered Investment Advisor Representative designation (Series 65).

Professional affiliations include: the Planned Giving Roundtable of San Diego, the National Committee on Planned Giving and the National Council on Foundations. He is currently the Chairman of the Board of the San Diego Regional Disaster Fund and member of the Board of Trustees of the San Diego Maritime Museum.

Bob received his Bachelor’s Degree in International Business Management from San Francisco State University and earned his Certified Investment Management Analyst (CIMA®) designation.