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Robert C.

Head of Rebalancer and Direct Indexing Solutions @Apex Fintech Solutions

Sarasota, FL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2024 — Present

Head of Rebalancer and Direct Indexing Solutions @Apex Fintech Solutions

Sarasota, FL, US

EDUCATION

N/A

The Wharton School

Master of Business Administration (M.B.A.), Finance

N/A

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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