Robert Battista Email & Phone Number
EVP, Advisory Solutions @ Vestmark
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Robert Battista Location
- Philadelphia, PA, US
Robert Battista Work
- 2025 -now EVP, Advisory Solutions @
- 2022 -2025 SVP, Head of Advisory Solutions @
- 2015 -2022 VP, Head of Advisory Solutions @
- 2014 -2015 Director, Wealth Management Research @
- 2013 -2014 Senior Analyst @
- 2012 -2013 Senior Investment Analyst @
- 2010 -2012 Investment Analyst @
- 2007 -2010 Business Development and Portfolio Design Analyst @
- 2005 -2007 Financial Advisor @
Robert Battista Education
- Penn State University
Masters (Finance)
- Elon University
Bachelors of Science (Business Administration)
Robert Battista Skills
- Investment Advisory Services
- Wealth Management Services
- Asset Management
- Due Diligence
- Portfolio Management
- Strategic Planning
- Business Strategy
- Product Development
- Leadership
- Alternative Investments
- Manager Due Diligence
- Development
- Photoshop
- Design
- Project Management
- Business Development
- Research
- Microsoft Excel
- Investment Advisory
- Sales
- Mutual Funds
Robert Battista Summary
- Robert Battista, based in Philadelphia, PA, US, is currently a EVP, Advisory Solutions at Vestmark. Robert Battista brings experience from previous roles at Vestmark, Janney Montgomery Scott LLC and Franklin Square Capital Partners. Robert Battista holds a Masters in Finance @ Penn State University. With a robust skill set that includes Investment Advisory Services, Wealth Management Services, Asset Management, Due Diligence, Portfolio Management and more. Robert Battista has 2 emails and 2 mobile phone numbers on RocketReach.
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