Rob Napolitano
Mitglied des Investmentausschusses bei US Financial Advisors LLC
Profil
Mr. Robert C.
Napolitano is a Director of Investment Operations at US Financial Advisors LLC.
He works closely with the USWM Investment Committee members in developing strategies and tracking economic trends within our proprietary asset management platform consisting of over 10 risk-managed model portfolios.
He provides research and guidance to the Investment Committee in directing the committee of 4 members’ bi-weekly meetings.
He provides support for advisors by participating in client meetings to explain our comprehensive investment philosophy and process to both existing clients as well as potential new clients to the firm.
His prior experience was as a property accountant with Federal Management in Boston where he was responsible for ten commercial and residential projects with annual revenues exceeding $28 million.
He was responsible for delivering monthly financial statements to project investors and management company shareholders.
He was also responsible for creating budgets and forecasts for each project on an annual basis.
He is a graduate of Bentley University with a B.S.
degree in Corporate Finance and Accounting.
Aktive Positionen von Rob Napolitano
Unternehmen | Position | Beginn |
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US Financial Advisors LLC
US Financial Advisors LLC Investment ManagersFinance US Financial Advisors LLC (USFA) is a SEC-registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by John Napolitano in 1998. They are owned and controlled by Great Valley Advisor Group, Inc. USFA provides fee-based investment advisory and financial planning services to individuals and high-net-worth individuals (which include trusts and estates), and pension and profit-sharing plans, and business entities. | Mitglied des Investmentausschusses | 01.04.2013 |
Ausbildung von Rob Napolitano
Bentley University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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US Financial Advisors LLC
US Financial Advisors LLC Investment ManagersFinance US Financial Advisors LLC (USFA) is a SEC-registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by John Napolitano in 1998. They are owned and controlled by Great Valley Advisor Group, Inc. USFA provides fee-based investment advisory and financial planning services to individuals and high-net-worth individuals (which include trusts and estates), and pension and profit-sharing plans, and business entities. | Finance |