Robert MacChi Email & Phone Number
Principal-Institutional Portfolio Consultant @ Bahl & Gaynor
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Robert MacChi Location
- Houston, TX, US
Robert MacChi Work
- Principal-Institutional Portfolio Consultant @ (March 2024 - Present)
- Vice President, Wealth Management Consultant @ (March 2020 - March 2024)
- Vice President-Wealth Management Specialist-Team Lead @ (September 2014 - December 2018)
- Assistant Vice President @ (January 2013 - September 2014)
- External Investment Advisory Specialist @ (January 2017 - March 2020)
- Assistant Vice President @ (August 2009 - January 2013)
- Intern @ Credit Agricole Cheuvreux (January 2007 - January 2007)
Robert MacChi Education
- Northeastern University
Masters of Finance and International Business
2013-2015 - Quinnipiac University - School of Business
BS (Finance)
2004-2008
Robert MacChi Skills
- Series 7
- M&A experience
- Strategic Planning
- Strategic Partnerships
- International Sales
- Relation Management
- Mutual Funds
- Separately Managed Accounts
- Series 63
- Financial Advisory
- Investments
- Asset Allocation
- Wealth Management Services
- Series 65
- Series 6
- Wealth Management
- Uniform Combined State Law
- Fixed Income
- Series 24
Robert MacChi Summary
- Robert MacChi, based in Houston, TX, US, is currently a Principal-Institutional Portfolio Consultant at Bahl & Gaynor. Robert MacChi brings experience from previous roles at American Century Investments and Merrill Lynch. Robert MacChi holds a 2013 - 2015 Masters of Finance and International Business @ Northeastern University. With a robust skill set that includes Series 7, M&A experience, Strategic Planning, Strategic Partnerships, International Sales and more. Robert MacChi has 2 emails and 4 mobile phone numbers on RocketReach.
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