Rob Cassata's Location
New York, NY, US
Rob Cassata's Work
- Regional Director, Wealth Management Distribution @ GBI
- Managing Partner @ Centerstone Investors
- VP, Gulf Region Sales Director @ First Eagle Investments
- AVP, Southeastern Region Hybrid Wholesaler @ First Eagle Investments
- AVP, Southeast and Atlantic Coast Internal Wholesaler @ First Eagle Investments
- Internal Sales @ Neuberger Berman
- Junior Associate @ Maxin's Group
Rob Cassata's Education
- Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS) (Concentration in Finance)
1999 - 2003 - State University of New York College at Oswego
Graphic Design, Liberal Arts
1997 - 1999
Rob Cassata's Skills
- Hedge Funds
- Series 7
- Private Equity
- Series 63
- Fixed Income
- Asset Management
- Equities
- Alternative Investments
- Mutual Funds
- Separately Managed Accounts
Rob Cassata's Summary
Rob Cassata, based in New York, NY, US, is currently a Regional Director, Wealth Management Distribution at GBI, bringing experience from previous roles at Centerstone Investors and First Eagle Investment Management. Rob Cassata holds a 1999 - 2003 Bachelor of Science (BS) in Concentration in Finance @ Syracuse University - Martin J. Whitman School of Management. With a robust skill set that includes Hedge Funds, Series 7, Private Equity, Series 63, Fixed Income and more, Rob Cassata contributes valuable insights to the industry. Rob Cassata has 3 emails on RocketReach.
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