Robert Spiess Email & Phone Number
Senior Wealth Advisor @ Rose Capital Advisors
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Robert Spiess Location
- North Miami Beach, FL, US
Robert Spiess Work
- Senior Wealth Advisor @ (April 2023 - Present)
- Director @ IPG, Invesvestment Placement Group (July 2018 - May 2023)
- Managing Director @ Monarch Capital Group (April 2016 - July 2018)
- Managing Director @ Dominick and Dominick (February 2007 - July 2015)
- Senior Vice President @ (January 1998 - January 2008)
- Senior Vice President @ Lehman Brothers (January 1988 - January 1998)
- Financial Consultant @ Merrill Lynch International (January 1986 - January 1988)
Robert Spiess Education
- Syracuse University
BS
1974-1977 - Colegio Internacional de Caracas
High School
1970-1973
Robert Spiess Skills
- Asset Management
- Investments
- Equities
- Capital Markets
- Alternative Investments
- Fixed Income
- Hedge Funds
- Private Equity
- Venture Capital
- Series 7
- Securities
- Fund Of Funds
- Investment Banking
- Bloomberg
- Asset Allocation
- Valuation
- Investment Strategies
- Series 63
- Wealth Management Services
- Wealth Management
- Equity Research
- Trading
Robert Spiess Summary
- Robert Spiess, based in North Miami Beach, FL, US, is currently a Senior Wealth Advisor at Rose Capital Advisors. Robert Spiess brings experience from previous roles at IPG, Invesvestment Placement Group, Monarch Capital Group, Dominick and Dominick and UBS International. Robert Spiess holds a 1974 - 1977 BS @ Syracuse University. With a robust skill set that includes Asset Management, Investments, Equities, Capital Markets, Alternative Investments and more. Robert Spiess has 2 emails and 1 mobile phone numbers on RocketReach.
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