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Robert C.
Head of Rebalancer and Direct Indexing Solutions @Apex Fintech Solutions
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WORK HISTORY
Head of Rebalancer and Direct Indexing Solutions @Apex Fintech Solutions
Sarasota, FL, US
EDUCATION
The Wharton School
Master of Business Administration (M.B.A.), Finance
McDaniel College
Bachelor’s Degree, Economics
ABOUT ROBERT C.
I have spent the past 40 years working in the financial industry. The first half of my career was focused on quantitative investment and trading strategies. More recently, I have been working in fintech building digital solutions for investment advisors and their clients. My current role is Co-Founder and Co-CEO at AdvisorArch, and we have recently been acquired by Apex Fintech Solutions.
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