Robert Falconer Location
California, United States
Robert Falconer Work
- 2025 - now Vice President, Advisor @ EP Wealth Advisors
- 2024 - 2025 Senior Vice President, Client Advisor @ Bessemer Trust
- 2019 - 2023 Vice President, Client Advisor @ Bessemer Trust
- 2014 - 2019 Investment Counselor @ Fisher Investments
- 2013 - 2014 Business Development Associate @ Golub Group, LLC
- 2011 - 2013 Inside Sales Account Executive @ Fisher Investments
- 2010 - 2011 Preferred Banking Intern @ First Republic
- 2009 - 2009 Summer Intern @ Morningstar
- 2008 - 2008 Summer Intern @ Asyst Technologies
- 2007 - 2007 Summer Intern @ Golub Group, LLC
Robert Falconer Education
- UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
2016 - 2019 - University of California, Berkeley
B.A. (Economics)
2007 - 2011 - Los Altos High School2004 - 2007
Robert Falconer Skills
- Estate Planning
- People Development
- FINRA
- Call Monitoring
- Attention to Detail
- Mutual Funds
- Coaching
- Securities
- HNW
- Emotional Intelligence
Robert Falconer Summary
Robert Falconer, based in California, United States, is currently a Vice President, Advisor at EP Wealth Advisors. Robert Falconer brings experience from previous roles at Bessemer Trust, Fisher Investments and Golub Group, LLC. Robert Falconer holds a 2016 - 2019 Master of Business Administration (M.B.A.) @ UCLA Anderson School of Management. With a robust skill set that includes Estate Planning, People Development, FINRA, Call Monitoring, Attention to Detail and more. Robert Falconer has 2 emails and 1 mobile phone numbers on RocketReach.
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