Robert Dean, CFA, is the President and founder of Harmony Capital LLC, a private invest- ment management company headquartered in Redwood City, CA. Harmony Capital, founded in 2007, provides investment advice, asset management, estate planning, and various other family office services to its clients, which include family limited partner- ships, high net-worth individuals, and foundations. In addition to managing Harmony Capital, Dean is the managing member of Harmony Services LLC, which specializes in real estate development opportunities.
He serves on the Board of Trustees at the University of San Diego, in addition to serv- ing on their Athletics Committee, Investment Committee and is the chair of the Finance Committee.
Dean is also a member of the San Francisco Baseball Associates LLC board of directors and serves on the MLB Pension Committee and the MLB Investment Committee.
Prior to starting Harmony Capital, Dean was a vice president and portfolio manager with Franklin Templeton Investments. He managed the Franklin Aggressive Growth Fund and specialized in equity research of the IT services, computer hardware, and data storage industries. He joined Franklin Templeton in 1995. Dean received his Bachelors of Business Administration from the University of San Diego in 1994.