Robert Marchetti Email & Phone Number
Client Portfolio Director, OCIO Retirement Solutions @ Mercer
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Robert Marchetti Location
- Boston, MA, US
Robert Marchetti Work
- Client Portfolio Director, OCIO Retirement Solutions @ (April 2014 - Present)
- Vice President, Institutional Retirement and Subadvisory @ (May 2012 - April 2014)
- Senior Research Analyst @ (December 2006 - May 2012)
- Product Engineer @ (June 2004 - November 2006)
- Operations Associate @ (August 2001 - June 2004)
- Operations Analyst @ (August 1998 - August 2001)
Robert Marchetti Education
- Boston College Carroll School of Management
MBA (Finance)
2002-2005 - Fairfield University
BS (Finance)
1994-1998 - St. John's High School
Robert Marchetti Skills
- Presentation Skills
- 63 Licenses
- Series 7
- Series 63
- Defined Contribution
- Business Development
- Investments
- DCIO
- Mutual Funds
- Retirement
- Sales
- Marketing
- Building Relationships
- Competitive Analysis
- Networking
- Asset Allocation
Robert Marchetti Summary
- Robert Marchetti, based in Boston, MA, US, is currently a Client Portfolio Director, OCIO Retirement Solutions at Mercer Investments. Robert Marchetti brings experience from previous roles at BrightSphere Investment Group, Fidelity Investments and State Street Global Advisors. Robert Marchetti holds a 2002 - 2005 MBA in Finance @ Boston College Carroll School of Management. With a robust skill set that includes Presentation Skills, 63 Licenses, Series 7, Series 63, Defined Contribution and more. Robert Marchetti has 4 emails and 2 mobile phone numbers on RocketReach.
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