Rob Woessner

Mr. Robert A.
Woessner is an Investment Analyst at Berman Capital Advisors LLC (BCA).
He joined Berman Capital Advisors in 2016.
Before joining BCA, Mr. Woessner spent three and a half years on the Investment Team with Balentine LLC in Atlanta, focusing on investment recommendations for client portfolio’s and proprietary model creation and maintenance.
Prior to his time at Balentine LLC, he spent three years as a Senior Accountant/Market Analyst at GenOn (formerly Mirant Energy) where he was responsible for reconciling derivative and power generation contracts with financial counterparties.
He graduated from the University of Georgia with a Bachelor of Business Administration degree in Finance.
He holds Master’s degrees from Georgia State University in Finance and from Georgia Institute of Technology, specializing in Statistics.
Robert holds the Chartered Financial Analyst, the Chartered Alternative Investment Analyst, the Financial Risk Management and the Certificate in Quantitative Finance designation’s and is a member of the Atlanta Society of Financial Analysts and the Atlanta chapter of the CAIA Association.