Robin Petty Email & Phone Number
Managing Director, Wealth Strategy @ NewEdge Wealth
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Robin Petty Location
- Philadelphia, PA, US
Robin Petty Work
- 2022 -now Managing Director, Wealth Strategy @
- 2022 -2022 Managing Director, Wealth Strategy @
- 2021 -2022 Managing Director, Head of the Hawthorn Institute for Family Success @ Hawthorn, PNC’s Multi Family Office
- 2021 -2021 Managing Director - Head of The Hawthorn Institute for Family Success @ Hawthorn, PNC
- 2018 -2021 Wealth Strategy Managing Director @ Hawthorn
- 2013 -2018 Director of Wealth Strategy, East @ Hawthorn, PNC Family Wealth
- 2008 -2013 Vice President @
- 2007 -2008 Vice President @
- 1992 -2007 Vice President @ U.S. Trust
- 1990 -1992 PA @
- 1988 -1990 Research @ Options, Inc
Robin Petty Education
- New York Law School 1996-2000
- Wagner College
B.S. (Arts Administration)
1984-1988
Robin Petty Skills
- Alternative Investments
- Series 7
- Wealth Management Services
- Wealth
- Wealth Management
- Personal Financial Planning
- Finance
- Asset Management
- Loans
- Investments
- Fixed Income
- Corporate Finance
- Derivatives
- Financial Analysis
- Asset Managment
- Portfolio Management
Robin Petty Summary
- Robin Petty, based in Philadelphia, PA, US, is currently a Managing Director, Wealth Strategy at NewEdge Wealth. Robin Petty brings experience from previous roles at NewEdge Wealth, Hawthorn, PNC’s Multi Family Office, Hawthorn, PNC and Hawthorn. Robin Petty holds a 1996 - 2000 New York Law School. With a robust skill set that includes Alternative Investments, Series 7, Wealth Management Services, Wealth, Wealth Management and more. Robin Petty has 3 emails and 3 mobile phone numbers on RocketReach.
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