Robert Epes Email & Phone Number
Financial Advisor @ Retirable
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Robert Epes Location
- New York, NY, US
Robert Epes Work
- Financial Advisor @ (January 2026 - Present)
- Associate Investment Advisor @ Masterworks (November 2023 - June 2024)
- Associate @ UAS Asset Management (November 2020 - January 2023)
- Financial Advisor @ (May 2017 - March 2019)
- Financial Consultant @ AXA Advisors, LLC (July 2016 - January 2017)
Robert Epes Education
- Columbia University
Master's in Wealth Management
2025-2026 - Lehigh University
Bachelor's Degree (Economics)
2012-2016
Robert Epes Skills
- Education Planning
- Investment Management
- Retirement Planning
Robert Epes Summary
- Robert Epes, based in New York, NY, US, is currently a Financial Advisor at Retirable. Robert Epes brings experience from previous roles at Masterworks, UAS Asset Management, Merrill Lynch Wealth Management and AXA Advisors, LLC. Robert Epes holds a 2025 - 2026 Master's in Wealth Management @ Columbia University. With a robust skill set that includes Education Planning, Investment Management, Retirement Planning and more. Robert Epes has 1 emails on RocketReach.
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