![Rob Bartenstein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Robert M.
Bartenstein, III, is a Founder & President at Kestra Private Wealth Services LLC.
He is also a Chief Executive Officer at the firm.
He began his career in financial services as a private banker and acted in that capacity for three firms, Donaldson, Lufkin & Jenrette, its successor Credit Suisse First Boston, and Merrill Lynch, establishing private banking offices for Credit Suisse and Merrill Lynch in the Washington, D.C.
market.
In 2008, he joined Morgan Stanley in an executive role to lead business development in California, Hawaii, and Nevada.
In 2011, he left Morgan Stanley to help establish Washington Wealth Management, which rebranded as Kestra Private Wealth Services in 2016.
Mr. Bartenstein graduated from Mary Washington College, magna cum laude.
He holds a Juris Doctor from George Mason University School of Law.
| Sociétés | Poste | Début |
|---|---|---|
Kestra Private Wealth Services LLC
 Kestra Private Wealth Services LLC Investment ManagersFinance Kestra PWS analyzes investment programs and products of third-party managers by reviewing the background of persons associated with the manager, the manager’s investment process, investment philosophy, methodology used within the program, and disclosure documents related to the program. | Directeur Général | 01/04/2016 |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 3 |
|---|---|
University of Mary Washington
 University of Mary Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kestra Private Wealth Services LLC
Kestra Private Wealth Services LLC Investment ManagersFinance Kestra PWS analyzes investment programs and products of third-party managers by reviewing the background of persons associated with the manager, the manager’s investment process, investment philosophy, methodology used within the program, and disclosure documents related to the program. | Finance |
George Mason University School of Law
 George Mason University School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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