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Robert Battista Cfa
Robert Battista Cfa
SVP, Head of Advisory Solutions | Vestmark
Upper Providence Township, Pennsylvania, United States
Robert Battista Cfa
Summary
Robert Battista is a seasoned finance professional with extensive experience in asset management, investment advisory, and strategic planning. As the Senior Vice President and Head of Advisory Solutions at Vestmark, he leads innovative initiatives in the national commercial banking sector. Robert's career spans over 15 years, during which he has held leadership positions at reputable firms such as Janney Montgomery Scott and Citi Private Bank. His strong analytical skills, combined with a rich background in portfolio management and product development, enable him to provide exceptional value to clients. Robert holds a Master's degree in Finance from Penn State University and a Bachelor's in Business Administration from Elon University. He is passionate about driving business strategy and fostering leadership development in the financial services industry. Outside of work, he enjoys mentoring young professionals and exploring emerging technologies in finance.
Robert Battista Cfa
Work Experience
SVP, Head of Advisory Solutions at
Vestmark
April 2022 - Present
VP, Head of Advisory Solutions at
Janney Montgomery Scott LLC
July 2015 - April 2022
Director, Wealth Management Research at
Janney Montgomery Scott LLC
September 2014 - July 2015
Senior Analyst at
FS Investments
May 2013 - September 2014
Senior Investment Analyst at
Janney Montgomery Scott LLC
February 2012 - May 2013
Investment Analyst at
Citi
July 2010 - February 2012
Business Development/Portfolio Design Analyst at
New Colony Homes Inc
February 2007 - July 2010
Financial Advisor at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
June 2005 - January 2007
Robert Battista Cfa
Education
Penn State University, Masters
Elon University, Bachelors Of Science
Frequently Asked Questions about Robert Battista Cfa
What is Robert Battista Cfa email address?
Robert Battista Cfa's primary email address is *********@vestmark.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Robert Battista Cfa work for?
Robert Battista Cfa is a SVP, Head of Advisory Solutions at Vestmark, a company specializing in Prepackaged software.
Where Robert Battista Cfa graduated from?
Robert Battista Cfa holds a degree in Finance from Penn State University.
How can I directly contact Robert Battista Cfa?
To contact Robert Battista Cfa directly, you can use the email address *********@vestmark.com. Complete contact information is available upon registration with Muraena.
Who is Robert Battista Cfa?
Robert Battista is a seasoned finance professional with extensive experience in asset management, investment advisory, and strategic planning. As the Senior Vice President and Head of Advisory Solutions at Vestmark, he leads innovative initiatives in the national commercial banking sector. Robert's career spans over 15 years, during which he has held leadership positions at reputable firms such as Janney Montgomery Scott and Citi Private Bank. His strong analytical skills, combined with a rich background in portfolio management and product development, enable him to provide exceptional value to clients. Robert holds a Master's degree in Finance from Penn State University and a Bachelor's in Business Administration from Elon University. He is passionate about driving business strategy and fostering leadership development in the financial services industry. Outside of work, he enjoys mentoring young professionals and exploring emerging technologies in finance.
Robert`s contact details
*********@vestmark.com
Colleagues
Chief People Officer
VP, Finance
Vice President, Client Delivery
VP, Business Development
President
SVP Business Development
President & COO
VP, Software Engineering
SVP, Business Development
Vice President