Robert Souza Email

Founder @ Uthentic Wealth

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Robert Souza's Location

Thousand Oaks, CA, US

Robert Souza's Work

Founder @ Uthentic Wealth
Principal @ Cerity Partners
Analyst and Portfolio Manager @ Cerity Partners

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Client Service Associate @ Western Asset Management

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Robert Souza's Education

UC Santa Barbara

Robert Souza's Skills

Financial Analysis
Strategy
Risk Management

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Portfolio Management
Customer Service
Leadership
Financial Services
Equities
Investment Management
Hedge Funds

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Robert Souza's Summary

Robert Souza, based in Thousand Oaks, CA, US, is currently a Founder at Uthentic Wealth, bringing experience from previous roles at Cerity Partners, Gamble Jones Investment Counsel and Western Asset Management. Robert Souza holds a UC Santa Barbara. With a robust skill set that includes Financial Analysis, Strategy, Risk Management, Portfolio Management, Customer Service and more, Robert Souza contributes valuable insights to the industry. Robert Souza has 3 emails on RocketReach.

Robert Souza Email Address

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