Robert Panetti
Managing Director Private Wealth Advisor @Rockefeller Capital Management
Newport Beach, CA, US
EMAILS
r•••••••@rockco.com
MOBILE NUMBERS
+12•••••••70
Signup · Get unlimited contacts
WORK HISTORY
Sep 2021 — Present
Managing Director Private Wealth Advisor @Rockefeller Capital Management
View department →
Newport Beach, CA, US
Helping Families, Businesses, and Non-Profits Manage Purposeful Wealth
SKILLS
Hedge FundsAsset AllocationMutual FundsFinancial ModelingEquitiesPortfolio ManagementAsset ManagmentInvestment StrategiesAlternative InvestmentsSecuritiesInvestment AdvisoryWealth ManagementDerivativesPerformance AttributionBloombergEquity ResearchSeries 7InvestmentsValuationFixed Income
ABOUT ROBERT PANETTI
Investment generalist with broad experience ranging from wealth management to security…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.