Rob Woessner
Analyst-Equity chez Berman Capital Advisors LLC
Profil
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.
Postes actifs de Rob Woessner
| Sociétés | Poste | Début |
|---|---|---|
Berman Capital Advisors LLC
 Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families. | Analyst-Equity | 01/01/2016 |
Anciens postes connus de Rob Woessner
| Sociétés | Poste | Fin |
|---|---|---|
| United States Marine Corps | Corporate Officer/Principal | 31/05/2008 |
| GenOn Energy Management LLC | Corporate Officer/Principal | - |
Balentine LLC
 Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Analyst-Equity | - |
Formation de Rob Woessner
| University of Georgia | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
| United States Marine Corps | Government |
| GenOn Energy Management LLC | |
Balentine LLC
Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Finance |
Berman Capital Advisors LLC
Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families. | Finance |