Phil Roberts Location
Summit, NJ, US
Phil Roberts Work
- 2017 - now Wealth Advisor @ OnePoint BFG Wealth Partners
- 2010 - 2018 Board of Directors @ VantageTrust Company
- 2009 - 2017 Senior Director, Wealth Advisor @ A Westfield-based Independent RIA
- 2007 - 2008 Vice President, Private Wealth Manager @ Goldman Sachs
- 2004 - 2008 President @ Summit Police Athletic League
- 1998 - 2007 Senior Vice President @ U.S. Trust
- 1996 - 1998 Analyst and Portfolio Admin @ Deltec/Kikis Asset Management
- 1994 - 1996 Portfolio Assistant @ Jamison Eaton & Wood, Inc.
Phil Roberts Education
- Temple University - Fox School of Business and Management
BBA (Actuarial Science, Risk Management)
1989 - 1991 - Roanoke College
(Mathematics)
1986 - 1989 - North Penn High School
HS Diploma
1982 - 1987
Phil Roberts Skills
- Project Management
- Social Media
- Marketing
- Banking
- Research
- Strategic Planning
- Drug Development
- Financial Planning
- Strategic Partnerships
- Enterprise Software
Phil Roberts Summary
Phil Roberts, based in Summit, NJ, US, is currently a Wealth Advisor at OnePointBFG Wealth Partners. Phil Roberts brings experience from previous roles at VantageTrust Company, A Westfield-based Independent RIA, Goldman Sachs and Summit Police Athletic League. Phil Roberts holds a 1989 - 1991 BBA in Actuarial Science, Risk Management @ Temple University - Fox School of Business and Management. With a robust skill set that includes Project Management, Social Media, Marketing, Banking, Research and more. Phil Roberts has 2 emails and 2 mobile phone numbers on RocketReach.
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