Matt Robertson's Location
Palm Beach, FL, US
Matt Robertson's Work
- President and Partner @ Callan Family Office
- Regional Managing Director @ Wells Fargo Private Bank
- Regional Managing Director, Wells Fargo Family Wealth @ Wells Fargo
- Sr. Managing Director, Head of Investment Management, Calibre @ Wells Fargo
- Senior Vice President @ Wells Fargo
- Investment Portfolio Manager @ SunTrust
- Business Development Officer @ SunTrust
Matt Robertson's Education
- Louisiana State University
Master's degree (Finance with a concentration in Investment Analysis and Portfolio Management)
1983 - 1984 - Nicholls State University
Bachelor of Applied Science (B.A.Sc.) (Business Administration with a Major in Finance)
1979 - 1983 - Graduate of National Trust School
Matt Robertson's Skills
- Portfolio Management
- Business Development
- Product Development
- Professional Mentoring
- Strategic Planning
- Asset Allocation
- Client Presentation
- Relationship Management
- High Net Worth Individuals
- Family Office
Matt Robertson's Summary
Matt Robertson, based in Palm Beach, FL, US, is currently a President and Partner at Callan Family Office, bringing experience from previous roles at Abbot Downing, A Wells Fargo Business, Wells Fargo, Wells Fargo, formerly Wachovia Wealth Management, Calibre and Wachovia Private Financial Advisors. Matt Robertson holds a 1983 - 1984 Master's degree in Finance with a concentration in Investment Analysis and Portfolio Management @ Louisiana State University. With a robust skill set that includes Portfolio Management, Business Development, Product Development, Professional Mentoring, Strategic Planning and more, Matt Robertson contributes valuable insights to the industry. Matt Robertson has 2 emails on RocketReach.
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