Bob Priola

Portfolio Strategist

Role
Portfolio Strategist at EP Wealth Advisors
Location
San Luis Obispo, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Portfolio Strategist

    EP Wealth Advisors

    Apr 2024 — Present · San Luis Obispo, CA, US

Education

  • UC San Diego

    Bachelors Degree, Major in Earth Sciences (Geophysics & Geochemistry) and a specialization in Economics

    1996 — 2000

  • UC Santa Barbara

    Masters in Environmental Science & Management at the Bren School, Specialization in Corporate Management

    2001 — 2003

Skills

  • Environmental Awareness
  • Energy Efficiency
  • Project Finance
  • Economics
  • Due Diligence
  • Sustainable Development
  • Mergers & Acquisitions
  • Business Development
  • Energy
  • Climate Change
  • Sustainability
  • Renewable Energy
  • Carbon
  • Energy Policy
  • Cleantech

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Bob Priola — Portfolio Strategist at EP Wealth Advisors in San Luis Obispo, CA, US | Unifers