Roberto Solano Email & Phone Number
Managing Director - Wealth Manager
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Roberto Solano Location
- Andover, MA, US
Roberto Solano Work
- 2017 -now Managing Director - Wealth Manager @ Steward Partners
- 2008 -2017 First Vice President, Financial Advisor @
- 1998 -2008 Vice President @ Smith Barney
- 1992 -1998 Assistant Manager @
Roberto Solano Education
- Suffolk University
Juris Doctor (Law)
1992-1996 - Boston University
MBA (Business Administration)
1988-1990
Roberto Solano Skills
- Alternative Investments
- Mutual Funds
- Securities
- Wealth Management
- Hedge Funds
- Investments
- Equities
- Asset Managment
- Investment Management
- Private Equity
- Portfolio Management
- Series 7
- Financial Services
- Risk Management
- Series 63
- Retirement Planning
- Series 65
- Corporate Actions
- Asset Allocation
- Investment Advisory
- Public Speaking
- Management
- Business Development
Roberto Solano Summary
- Roberto Solano, based in Andover, MA, US, is currently a Managing Director - Wealth Manager at Steward Partners. Roberto Solano brings experience from previous roles at Morgan Stanley, Smith Barney and Brown Brothers Harriman. Roberto Solano holds a 1992 - 1996 Juris Doctor in Law @ Suffolk University. With a robust skill set that includes Alternative Investments, Mutual Funds, Securities, Wealth Management, Hedge Funds and more. Roberto Solano has 1 mobile phone numbers on RocketReach.
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