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
William Bolas
Senior Managing Director and Partner
Cleveland, OH, US
Daniel Axelson
Managing Director and Partner
Boston, MA, US
Kent Whitaker
President
New York, NY, US
Kery Hutner
Managing Director and Partner
Cleveland, OH, US
Jim Makee
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Cleveland, OH, US
Mike Verda
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Lorain, OH, US
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Dennis Devane
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Joseph Digiacomo
Managing Partner
Philadelphia, PA, US
Michael Finkelstein
Partner
Bloomfield Hills, MI, US
Dennis Barba
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Cleveland, OH, US
Dathan Lumpkins
Managing Director - Partner
Saint Joseph, MI, US
Jack Makee
Financial Advisor
United States
Jessica Jackson
Associate Director of Marketing and Operations
Chagrin Falls, OH, US
Jaime Zarlenga-Siegler
Managing Director and Partner
Chagrin Falls, OH, US
Michelle Saville
Director of Account Operations
Westlake, OH, US
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Senior Managing Director and Partner
Cleveland, OH, US
Glen Kashetsky
Managing Director
New York, NY, US
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