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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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