Robert Spiess
Senior Investment Professional at Rose Capital Advisors
- Role
- Senior Wealth Advisor at Rose Capital Advisors
- Location
- North Miami Beach, FL, US
- LinkedIn followers
- 500 followers
Experience
Senior Wealth Advisor
Apr 2023 — Present · Miami Beach, FL, US
Rose Capital Advisors is a privately owned boutique family office advisory firm. We provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent advice and counsel. We are responsible for the crafting of customized investment solutions and for advising clients regarding matters related to investment policy, asset allocation, cash flow analysis, product selection, and performance analytics. Our practice is reserved to an exclusive group of distinctive clients, allowing us the time needed to carefully customize your services and solutions. Securities offered through Saxony Securities, Inc. Member FINRA/SIPC. Investment Advisory Services provided through Rose Capital Advisors, LLC, an SEC Registered Investment Advisor
Education
Colegio Internacional de Caracas
High School
1970 — 1973
Syracuse University
BS
1974 — 1977
Skills
- Fixed Income
- Hedge Funds
- Fund of Funds
- Venture Capital
- Securities
- Trading
- Investment Banking
- Wealth Management Services
- Asset Management
- Investments
- Series 63
- Capital Markets
- Series 7
- Equity Research
- Bloomberg
- Valuation
- Asset Allocation
- Investment Strategies
- Alternative Investments
- Private Equity
- Equities
- Wealth Management
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