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Robert Battista Cfa

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Robert Battista Cfa

SVP, Head of Advisory Solutions | Vestmark

Upper Providence Township, Pennsylvania, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Robert Battista Cfa

Work Experience

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SVP, Head of Advisory Solutions at

Vestmark

April 2022 - Present

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VP, Head of Advisory Solutions at

Janney Montgomery Scott LLC

July 2015 - April 2022

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Director, Wealth Management Research at

Janney Montgomery Scott LLC

September 2014 - July 2015

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Senior Analyst at

FS Investments

May 2013 - September 2014

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Senior Investment Analyst at

Janney Montgomery Scott LLC

February 2012 - May 2013

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Investment Analyst at

Citi

July 2010 - February 2012

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Business Development/Portfolio Design Analyst at

New Colony Homes Inc

February 2007 - July 2010

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Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

June 2005 - January 2007

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Robert Battista Cfa

Education

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

mail

*********@vestmark.com

Colleagues

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Nick Thurlow

Chief People Officer

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Ryan English

VP, Finance

Aoife Sullivan

Vice President, Client Delivery

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Gregory Doyle

VP, Business Development

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Robert Fisher

President

Ron Rawdon

SVP Business Development

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Michael Blundin

President & COO

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Mike Dunphy

VP, Software Engineering

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Cfp Stefan Thielen

SVP, Business Development

Sennet Rubin

Vice President

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