Matt Robertson Email & Phone Number
President and Partner @ Callan Family Office
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Matt Robertson Location
- Palm Beach, FL, US
Matt Robertson Work
- President and Partner @ (May 2022 - Present)
- Regional Managing Director @ (April 2012 - April 2022)
- Regional Managing Director, Wells Fargo Family Wealth @ (July 2009 - April 2012)
- Sr. Managing Director, Head of Investment Management, Calibre @ (April 2000 - June 2009)
- Senior Vice President @ (September 1996 - March 2000)
- Investment Portfolio Manager @ (January 1994 - January 1996)
- Business Development Officer @ (January 1992 - January 1994)
Matt Robertson 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 Skills
- Portfolio Management
- Business Development
- Product Development
- Professional Mentoring
- Strategic Planning
- Asset Allocation
- Client Presentation
- Relationship Management
- High Net Worth Individuals
- Family Office
- Multi-generational wealth transfer
- Performance Reporting
- Leadership
- Multi Generational Wealth Transfer
Matt Robertson Summary
- Matt Robertson, based in Palm Beach, FL, US, is currently a President and Partner at Callan Family Office. Matt Robertson brings experience from previous roles at Abbot Downing, A Wells Fargo Business and Wells Fargo. 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 has 1 emails and 3 mobile phone numbers on RocketReach.
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