Rob Napolitano

Rob Napolitano

Membro del Comitato di Investimento presso US Financial Advisors LLC

38 anni
Consumer Services
Finance

Profilo

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.

Posizioni attive di Rob Napolitano

SocietàPosizioneInizio
Membro del Comitato di Investimento 01/04/2013
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Formazione di Rob Napolitano

Bentley University Undergraduate Degree

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