Robert Battista Email & Phone Number
EVP, Advisory Solutions @ Vestmark
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Robert Battista Location
- Philadelphia, PA, US
Robert Battista Work
- EVP, Advisory Solutions @ (February 2025 - Present)
- SVP, Head of Advisory Solutions @ (April 2022 - February 2025)
- VP, Head of Advisory Solutions @ (July 2015 - April 2022)
- Director, Wealth Management Research @ (September 2014 - July 2015)
- Senior Analyst @ (May 2013 - September 2014)
- Senior Investment Analyst @ (February 2012 - May 2013)
- Investment Analyst @ (July 2010 - February 2012)
- Business Development and Portfolio Design Analyst @ (February 2007 - July 2010)
- Financial Advisor @ (June 2005 - January 2007)
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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