Rob Bartenstein Email & Phone Number

CEO, Private Wealth Services @ Kestra Private Wealth Services

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Rob Bartenstein's Location

Austin, TX, US

Rob Bartenstein's Work

CEO, Private Wealth Services @ Kestra Private Wealth Services
CEO @ Washington Wealth Management
Regional Business Development @ Morgan Stanley

Private Banker @ Merrill Lynch
Private Banker @ Donaldson, Lufkin & Jenrette

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Rob Bartenstein's Education

George Mason University School of Law
Juris Doctor
1996 - 1999
University of Mary Washington
Bachelor of Arts - BA
1991 - 1994
Hargrave Military Academy

Rob Bartenstein's Skills

Wealth Management
Alternative Investments
Strategic Financial Planning

Customer Service
Financial Planning
ETFs
Custodians
Investments
Investment Management
Management

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Rob Bartenstein's Summary

Rob Bartenstein, based in Austin, TX, US, is currently a CEO, Private Wealth Services at Kestra Private Wealth Services, bringing experience from previous roles at Washington Wealth, Morgan Stanley, Merrill Lynch and Donaldson, Lufkin & Jenrette/ CSFB. Rob Bartenstein holds a 1996 - 1999 Juris Doctor @ George Mason University School of Law. With a robust skill set that includes Wealth Management, Alternative Investments, Strategic Financial Planning, Customer Service, Financial Planning and more, Rob Bartenstein contributes valuable insights to the industry. Rob Bartenstein has 5 emails on RocketReach.

Rob Bartenstein Email Address

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Rob Bartenstein Phone Number

Found 3 phone numbers:

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