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 2 emails and 3 mobile phone numbers on RocketReach.
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Top NewEdge Wealth Employees
Patrick Dwyer
Managing Director
Miami, FL, US
David Chase
Managing Director
Chicago, IL, US
William Debutts
Managing Director
Atlanta, GA, US
Nicole Early
Managing Director, Chief Compliance Officer
New York, NY, US
Danielle Brown
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Stamford, CT, US
Robin Petty
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Philadelphia, PA, US
Heather Guardado
Managing Director
New York, NY, US
Jay Peters
Managing Director
New York, NY, US
Jeffrey Kobernick
Co-Founder and Managing Partner
United States
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