Robert Berven
Finance Student at Fordham University, Gabelli School of Business
- Role
- Private Wealth Management Intern at Ceros Financial Services, Inc
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Robert Berven
Hello, I\'m Robert Berven and I am from Dallas, Texas. I am currently a senior at the Gabelli School of Business, majoring in Finance with a concentration in Alternative Investments. I\'m an active member of many finance-focused organizations across campus, including The Investment Banking Society, The Finance Society, and Alternative Investments Club.The Finance Society strives to provide its membership with a diverse range of events, guest speakers, and resources in the areas of finance and accounting. In addition, the Finance Society maintains a close connection with its extensive alumni network to further benefit the career aspirations of its members.I have experience from interning Kathy L. Wall, a top State Farm Agent in the Dallas-Fort Worth area, where I am gaining valuable professional experience not only in the State Farm Insurance field but also State Farm\'s financial services field.Outside the scope of business, I am on the Fordham Club Tennis Team and the Fordham Chess Club.
Experience
Private Wealth Management Intern
Jan 2026 — Present · New York, NY, US
Analyzed pre-IPO investment opportunities and alternative asset classes to support client portfolio diversification strategies- Conducted research on emerging private equity trends and secondary market alternatives with industry professionals- Developed case study presentations evaluating private company valuations and alternative investments
Education
Fordham Gabelli School of Business
Bachelor's degree, Accounting and Finance
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