Robert Yampolsky
Private Wealth Management Intern @Raymond James
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WORK HISTORY
Private Wealth Management Intern @Raymond James
Goshen, NY, US
Support financial advisors in delivering personalized wealth management solutions, including retirement planning and investment strategies, for high-net-worth clients- Conduct financial analysis and research to assist in portfolio management, ensuring alignment with client goals and market conditions.
EDUCATION
Fordham Gabelli School of Business
Bachelor's degree
River Dell Regional High Shhool
High School Diploma
River Dell High School
High School Diploma
ABOUT ROBERT YAMPOLSKY
I\'m a Finance Scholar at Fordham University\'s Gabelli School of Business, majoring in Global Business. I bring a client-focused mindset and analytical rigor shaped by my experiences as a Team USA figure skater and coach, where I developed discipline, strategic thinking, and the ability to connect with people one-on-one. I’ve supported private equity deal sourcing, conducted machine learning-based finance research, and served as a TA—all of which sharpened my skills in data analysis, communication, and leadership. I’m passionate about wealth and asset management, with a focus on relationship-driven finance and helping others navigate complex decisions with clarity and trust. Currently preparing for a semester abroad at Fordham London, I’m eager to build a global career that bridges financial insight and human connection.
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