Robert M. Belmont

Executive Vice President/Chief Investment Officer

Role
Chief Investment Officer at Coastline Trust Company
Location
Providence, RI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Robert M. Belmont

I look to be the best in my industry by drawing logical conclusions from all available market data. I believe by working harder than the next person I can provide more value to my clients. I completed my MBA at Boston College in December of 2009 and completed my Master\'s of Science in Finance degree in May of 2010. Also I am a CFA level II candidate.Specialties: Data Analysis, Portfolio Theory, and Portfolio Management

Experience

  1. Chief Investment Officer

    Coastline Trust Company

    Sep 2021 — Present · Providence, RI, US

    I am the Chief Investment Officer for Coastline Trust Company. In this role, I am responsible for determining the investment view for the organization, developing and managing investment strategy, solutions due diligence, and maintaining investment policies.

Education

  • Boston College Carroll School of Management

    Master's of Business Administration (MBA), Concentration: Asset Management

    2006 — 2009

  • Stonehill College

    Bachelors of Science in Business Administration, Major: Business Minor: Computer Information Systems

    1999 — 2003

  • Boston College Carroll School of Management

    Master's of Science in Finance, Business Administration and Finance

    2007 — 2010

Skills

  • Investments
  • Bloomberg
  • Finance
  • Fixed Income
  • Data Analysis
  • Portfolio Management
  • Financial Planning
  • Alternative Investments
  • Mutual Funds
  • Asset Allocation
  • Financial Risk
  • Asset Management
  • Wealth Management
  • Management
  • Investment Management
  • Entrepreneurship

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Robert M. Belmont — Chief Investment Officer at Coastline Trust Company in Providence, RI, US | Unifers