Who We Are

Arboretum Global’s advantage results from the experience of its executives. Each has a proven track record of leading growth with over 27 years of experience in business management, business strategy, asset raising, relationship management, client solutions and product creation. Arboretum Global’s distinct competitive advantage is based on the deep experience and enormous success of the Principals designing business, distribution and service models for raising assets directly with Global Investors; including but not limited to Government Plan Sponsors, Sovereign Wealth Funds, Corporate Pensions, Multi-Employers, Endowments, Foundations, Insurance Companies, Investment Companies, Investment Consultant Intermediary Channel, OCIO, HNW and RIAs. They have represented a broad array of globally investment capabilities across public, private markets including, equities, debt, commodities, multi-asset, hedge funds and absolute return strategies.

Principals have also assisted multiple FinTech investment management organizations with business strategy, product positioning and distribution. They have sourced unique and complementary investment managers with broad investment approaches across different asset classes to potential buyers which led to acquisition and significant subsequent growth of assets under management. Their experience includes partnerships and acquisitions by boutiques and large global multi-strategy firms.

Arboretum Global Principals have raised over $50 billion in AUM

Robert Job IV

Rob is a Charted Financial Analyst (CFA) and brings 27 years of investment management experience in a variety of businesses. He is a proven leader and accomplished asset management executive having led within large asset management organizations of over $400 billion as well as creating enormous value in building a smaller organization by leading the global growth efforts for a major multi-asset global systemic asset manager. He was a founding member of the PanAgora Operating Committee and strongly influenced the growth strategy, product development and product prioritization which contributed to the firm growing over five times during his tenure. He was instrumental in creating, and a founding member of, PanAgora’s Risk Management, Sustainability and Product committees. Additionally, as a member of Putnam Investments Institutional Management Leadership Committee, oversaw the vast Global Consultant Relations efforts for Putnam during a period when its assets reached $450 billion.

Investment Management Experience: 27 years

PanAgora Asset Management: Head of Global Business Development, Strategic Partnerships and Relations
Putnam Investments: Head of Global Consultant Relations
Anchor Capital Advisors: Board Member
Trident Private Equity: Strategic Advisor
Endicott College Curtis L. Gerrish School of Business: Adjunct Professor
US Army: Officer

Education:

Boston University Questrom School of Business, MBA
University of Richmond Robins School of Business, BSBA – Marketing and Finance
Distinguished Military Graduate
Oxford University Saïd Business School, Executive FinTech Programme

Scott P. Ruddick

Proven and highly accomplished asset management executive with leadership roles including, Head of Institutional Business for multi-asset, $500 billion Global and Multi-Affiliate Asset Manager, Head of Distribution and Senior Management Committee for $200 billion AUM Asset Manager and Pioneer in Quantitative Global Macro Hedge Fund strategies, Head of Marketing and Head of Distribution for a large RIA and HNW manager, exhibiting an exceptional track record of AUM sales growth and revenue profitability.

Investment Management Experience: 27 years

Eaton Vance: Head of Institutional
Mellon Capital Management: Head of North American Business
Development
Prio Wealth: Head of Distribution
Advisor Partners: Partner/Chief Marketing Officer
PanAgora Asset Management: Marketing Manager
Just Invest, LLC: Advisory Board

Education:

University of Hartford, BSBA