Robin Petty Email & Phone Number
Managing Director, Wealth Strategy @ NewEdge Wealth
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Robin Petty Location
- Philadelphia, PA, US
Robin Petty Work
- Managing Director, Wealth Strategy @ (April 2022 - Present)
- Managing Director, Wealth Strategy @ (April 2022 - April 2022)
- Managing Director, Head of the Hawthorn Institute for Family Success @ Hawthorn, PNC’s Multi Family Office (February 2021 - April 2022)
- Managing Director - Head of The Hawthorn Institute for Family Success @ Hawthorn, PNC (February 2021 - February 2021)
- Wealth Strategy Managing Director @ Hawthorn (March 2018 - February 2021)
- Director of Wealth Strategy, East @ Hawthorn, PNC Family Wealth (June 2013 - March 2018)
- Vice President @ (August 2008 - June 2013)
- Vice President @ (August 2007 - August 2008)
- Vice President @ U.S. Trust (August 1992 - August 2007)
- PA @ (January 1990 - January 1992)
- Research @ Options, Inc (January 1988 - January 1990)
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 2 emails and 3 mobile phone numbers on RocketReach.
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