Robert Wert Email & Phone Number
President, Longview Private Wealth Management @ Oxford Harriman & Company
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Robert Wert Location
- Reading, PA, US
Robert Wert Work
- 2025 -now President, Longview Private Wealth Management @
- 1985 -2025 Managing Director - Investments @
Robert Wert Education
- University of Chicago 1981-1982
- Penn State University 1978-1980
Robert Wert Skills
- 401(k) options
- Investments
- Asset Allocation
- Securities
- Finance
- Financial Services
- Leadership
- Retirement Plan Consulting
- Financial Advisory
- Investment Planning
- Retirement
- Wealth Management
- Portfolio Management
- Alternative Investments
- Investment Strategies
- Strategic Planning
- Customer Service
- 401k Planning
- Deferred Compensation Plans
- 401 Planning
Robert Wert Summary
- Robert Wert, based in Reading, PA, US, is currently a President, Longview Private Wealth Management at Oxford Harriman & Company. Robert Wert brings experience from previous roles at Wells Fargo Advisors. Robert Wert holds a 1981 - 1982 University of Chicago. With a robust skill set that includes 401(k) options, Investments, Asset Allocation, Securities, Finance and more. Robert Wert has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Oxford Harriman & Company Employees
Daniel Axelson
Managing Director and Partner
Boston, MA, US
Kent Whitaker
President
New York, NY, US
Jim Makee
Executive Vice President - Partner
Cleveland, OH, US
Mike Verda
Managing Partner and Director
Lorain, OH, US
Robert Wert
President, Longview Private Wealth Management
Reading, PA, US
Dennis Devane
Managing Director and Partner
New York, NY, US
Joseph Digiacomo
Managing Partner
Philadelphia, PA, US
Michael Finkelstein
Partner
Bloomfield Hills, MI, US
Dennis Barba
President
Cleveland, OH, US
Meghan Gallagher
Associate Financial Advisor
Cleveland, OH, US
Dathan Lumpkins
Managing Director - Partner
Saint Joseph, MI, US
Jaime Zarlenga-Siegler
Managing Director and Partner
Chagrin Falls, OH, US
Michelle Saville
Director of Account Operations
Westlake, OH, US
Thomas Erb
Senior Managing Director and Partner
Cleveland, OH, US
Glen Kashetsky
Managing Director
New York, NY, US
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