Rob Longsworth's Location
Greenwich, CT, US
Rob Longsworth's Work
- Wealth Advisor @ Greenwich Wealth Management, LLC
- Chief Executive Officer and Co-Founder @ Ovis Capital LLC
- Director of Business Development @ Citrin Cooperman Wealth Management, LP
- Portfolio Consultant @ Security Asset Management
- Associate Relationship Manager @ First Republic
- Associate @ Deutsche Bank
- Legal Assistant @ Thacher Proffitt & Wood LLP
Rob Longsworth's Education
- New York University, Stern School of Business
MBA (Finance)
2009 - 2011 - Amherst College
A.B. (English)
1995 - 1999 - Kent Denver
Rob Longsworth's Skills
- Wealth Management
- Portfolio Management
- Management
- Capital Markets
- Derivatives
- Series 63
- Financial Modeling
- Business Development
- Investments
- Asset Management
Rob Longsworth's Summary
Rob Longsworth, based in Greenwich, CT, US, is currently a Wealth Advisor at Greenwich Wealth Management, bringing experience from previous roles at Ovis Capital LLC, Citrin Cooperman Wealth Management, LP, Security Asset Management and First Republic Bank. Rob Longsworth holds a 2009 - 2011 MBA in Finance @ New York University, Stern School of Business. With a robust skill set that includes Wealth Management, Portfolio Management, Management, Capital Markets, Derivatives and more, Rob Longsworth contributes valuable insights to the industry. Rob Longsworth has 2 emails on RocketReach.
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