Robert Caracciolo

Senior Investment Advisor @Bmo Nesbitt Burns

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2000 — Present

Senior Investment Advisor @Bmo Nesbitt Burns

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EDUCATION

N/A

University of Calgary

Bachelor of Arts (B.A.)

SKILLS

Customer ServiceEquitiesInvestment StrategiesPrivate EquityRetirement PlanningTime ManagementEntrepreneurshipAsset ManagementMutual FundsAsset AllocationWealth ManagementCapital MarketsInvestment AdvisoryStrategic Financial PlanningPortfolio ManagementEtfsInvestments

ABOUT ROBERT CARACCIOLO

Robert T. Caracciolo has been employed at BMO Nesbitt Burns since and during this time, he has played an integral role in building a comprehensive wealth management practice with his team. In 2024, his team was awarded the BMO Wealth Chairmans Council distinction.Prior to entering the financial services industry, Rob graduated from the University of Calgary with a B.A. in Economics and was employed in various client focused positions while attending University. This experience provided him with the ability to build exceptional client relationships and as a result, he and his team have managed to maintain a highly regarded Investment Advisory practice in Calgary. His outgoing personality, generosity and dedication to client service are evident in his appreciation and commitment to each of his clients. Away from the office, Rob was a past member of the Board of Directors of Woods Homes Foundation and enjoys spending time with his wife Mary Kristen Lozynsky and his two children.Link to

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Robert Caracciolo — Senior Investment Advisor at Bmo Nesbitt Burns in Calgary, AB, CA | Unifers