Robert Holman Email & Phone Number
Managing Director and Wealth Advisor @ PWM Advisors
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Robert Holman Location
- New York, NY, US
Robert Holman Work
- Managing Director and Wealth Advisor @ (August 2026 - Present)
- Executive Director, Banker at J.P. Morgan Private Bank @ (July 2023 - August 2026)
- Senior Vice President @ (June 2019 - August 2023)
- Senior Vice President @ (June 2019 - July 2023)
- Managing Director @ (September 2017 - February 2019)
- First Vice President @ Morgan Stanley Private Bank (May 2010 - September 2017)
- Vice President @ (July 2008 - May 2010)
Robert Holman Education
- Rutgers University
Bachelor of Science (Finance)
Robert Holman Skills
- Series 63
- Series 7
- Lending Solutions
- Wealth Management
- Private Banking
- Commercial Lending
- Credit Analysis
- Mortgage Lending
- Credit
- Loans
- Banking
- Finance
- Financial Analysis
- Financial Services
- Fixed Income
- Investments
- Mutual Funds
- Portfolio Management
- Securities
- Small Business Lending
- Strategy
- Training
- Management
Robert Holman Summary
- Robert Holman, based in New York, NY, US, is currently a Managing Director and Wealth Advisor at PWM Advisors. Robert Holman brings experience from previous roles at J.P. Morgan Private Bank, Bank of America Private Bank and Silicon Valley Bank. Robert Holman holds a Bachelor of Science in Finance @ Rutgers University. With a robust skill set that includes Series 63, Series 7, Lending Solutions, Wealth Management, Private Banking and more. Robert Holman has 5 emails and 6 mobile phone numbers on RocketReach.
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