Education & Professional Experience

Robert has studied at Saint John's University - Peter J. Tobin College of Business in Accounting between 1971 and 1975, then at Christ the King HS between 1967 and 1971.

Robert worked for Broadscope Fund Administrators as Managing Partner between Apr 2012 and Apr 2019, for UBS as CFO - Alternative Investments Group between 2007 and Apr 2012, for U.S. Trust as CFO - Alternative Investments Group between 2003 and 2007, for ICON Investments as CFO - Alternative Investments Group between 1999 and 2002, for Merrill Lynch as CFO - Partnerhip Management between 1986 and 1998, for Merrill Lynch as Controller - Merrill Lynch Leasing Inc. between 1980 and 1985, for EY as Audit Supervisor between 1975 and 1980.

 Skills & Competences

Robert has the following skills : Financial Modeling, Portfolio Management, Capital Markets, Risk Management, Accounting, Start-ups, Mutual Funds, Investor Relations, Financial Services, Asset Management, Investments, Financial Analysis, Finance, Equities, Executive Management, Valuation, Due Diligence, Alternative Investments, Financial Reporting, Venture Capital.

Robert graduated from the following courses : Advanced Accounting, Advanced Tax, Auditing, Business Law.

Robert has earned the following certifications : Certified Public Accountant, delivered by State of New York.