Robert Capone Email & Phone Number
INDEPENDENT CONSULTANT | RETIREMENT and ASSET MANAGEMENT STRATEGY
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Robert Capone Location
- Boston, MA, US
Robert Capone Work
- INDEPENDENT CONSULTANT | RETIREMENT and ASSET MANAGEMENT STRATEGY @ Retirement Advisory Firm (July 2026 - Present)
- Investment Policy and Design Committee @ (January 2021 - Present)
- Head of Defined Contribution @ (February 2021 - May 2024)
- SENIOR VICE PRESIDENT | HEAD - DISTRIBUTION @ (June 2017 - June 2019)
- MANAGING DIRECTOR | HEAD - DEFINED CONTRIBUTION | SUB-ADVISORY BUSINESSES @ (June 2014 - June 2017)
- EXECUTIVE VICE PRESIDENT | HEAD - BNY MELLON RETIREMENT | STRATEGIC BUSINESS DEVELOPMENT @ (June 2006 - June 2014)
- MANAGING DIRECTOR | DIRECTOR – PARTICIPANT SERVICES @ (June 2001 - June 2006)
- SENIOR VICE PRESIDENT | DIRECTOR – RELATIONSHIP MANAGEMENT @ (June 1995 - June 2001)
Robert Capone Education
- Dartmouth College
AB (Economics)
- The Tuck School of Business at Dartmouth
MBA (General Management)
Robert Capone Skills
- Hedge Funds
- Strategic Planning
- Execution
- Transformation
- Operational Excellence
- Branding
- Mutual Funds
- Series 63
- Financial Advisory
- Investments
- Retirement
- Alternative Investments
- 401k
- Strategic Financial Planning
- Securities
- Investment Management
- Financial Planning
- Asset Management
- Asset Allocation
- Trading
Robert Capone Summary
- Robert Capone, based in Boston, MA, US, is currently a INDEPENDENT CONSULTANT | RETIREMENT and ASSET MANAGEMENT STRATEGY at Retirement Advisory Firm. Robert Capone brings experience from previous roles at Defined Contribution Institutional Investment Association (DCIIA), LGIM America, Great-West Investments and AQR Capital Management, LLC. Robert Capone holds a AB in Economics @ Dartmouth College. With a robust skill set that includes Hedge Funds, Strategic Planning, Execution, Transformation, Operational Excellence and more. Robert Capone has 2 emails and 1 mobile phone numbers on RocketReach.
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