Robert Long Jr., Cpwa, Cws Email & Phone Number

Vice President, Private Wealth Management @ Fidelity Investments

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Robert Long Jr., Cpwa, Cws Location

Aurora, IL, US

Robert Long Jr., Cpwa, Cws Work

2012 - now Vice President, Private Wealth Management @ Fidelity Investments
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2011 - 2012 Vice President @ J.P. Morgan
2005 - 2011 Senior Vice President, Strategy and Business Development @ Calamos Investments

2000 - 2005 Vice President, Private Capital Management @ CIBC
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1997 - 1998 Vice President, Investment Management Services @ William Blair
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1987 - 1995 Director, Institutional Sales and Marketing @ Prudential Financial
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Robert Long Jr., Cpwa, Cws Education

University of Illinois Urbana-Champaign
BA (Economics)
1983 - 1987
The University of Chicago Booth School of Business
(Executive Education Program)
2010
CAIA
(Fundamentals of Alternative Investments - Certificate Program)
2024

Robert Long Jr., Cpwa, Cws Skills

Wealth Management
Marketing Strategy
Investments

Strategy
Management
Business Analysis
Banking

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Robert Long Jr., Cpwa, Cws Summary

Robert Long Jr., Cpwa, Cws, based in Aurora, IL, US, is currently a Vice President, Private Wealth Management at Fidelity Investments. Robert Long Jr., Cpwa, Cws brings experience from previous roles at J.P. Morgan Private Bank, Calamos Investments, CIBC Private Wealth US and William Blair and Company. Robert Long Jr., Cpwa, Cws holds a 1983 - 1987 BA in Economics @ University of Illinois Urbana-Champaign. With a robust skill set that includes Wealth Management, Marketing Strategy, Investments, Strategy, Management and more. Robert Long Jr., Cpwa, Cws has 2 emails on RocketReach.

Robert Long Jr., Cpwa, Cws Emails

Found 2 emails

Robert Long Jr., Cpwa, Cws Phone Numbers

Found 2 phone numbers

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