Profil
Mr. Robert L.
Schein is a Managing Director & Partner at HighTower Advisors LLC.
He leads the asset allocation, design and implementation of an investment portfolio review process.
He specializes in developing and supporting investment strategies for high-net-worth individuals and families with complex estate, as well as philanthropic and retirement planning needs.
He has more than 25 years of experience as a financial professional, he demonstrates a strong commitment to his clients and community.
Mr. Schein was employed as a President by Xavier College Preparatory.
He also served on the board at Family YMCA of the Desert and St. Jude Children's Research Hospital, Inc. He also specializes in the leadership of a community and forum where independent women can acquire the confidence to be leaders in their financial lives.
As founder of The Society of the F.E.W., he has vowed to empower women with education, support, and community.
Recognized for his leadership in this area, he has been featured in various publications, such as, the Wall Street Journal, CNBC.com, Forbes, Yahoo! Finance, On Wall Street, Investment News, The Desert Sun and Palm Springs Life.
Mr. Schein is a national speaker on the topic of financial education for women, and recently was asked to speak at Desert Women’s Show and P.E.O.
International.
He was honored as a top financial advisor by Reuters Advice Point Top Advisor in 2008.
That same year, he co-authored a book, Bridging the Value Gap.
In 2014, he received the same recognition from OnWallStreet.
Mr. Schein graduated from the University of Arizona with a double major in Finance and Marketing.
In 2007, he earned his Investment Consultant designation from the Wharton School of Business.
He is an Accredited Investment Fiduciary (AIF), and holds the Series 7, 63, and 65 licenses.
Postes actifs de Robert Lawrence Schein
| Sociétés | Poste | Début |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Gestionnaire de Portefeuille-Actions | 01/06/2011 |
Anciens postes connus de Robert Lawrence Schein
| Sociétés | Poste | Fin |
|---|---|---|
Xavier College Preparatory
Xavier College Preparatory Other Consumer ServicesConsumer Services Operates as a school | Corporate Officer/Principal | - |
St. Jude Children's Research Hospital, Inc.
St. Jude Children's Research Hospital, Inc. Hospital/Nursing ManagementHealth Services Offers health care and social assistance services for children | Corporate Officer/Principal | - |
Family YMCA of the Desert
Family YMCA of the Desert Miscellaneous Commercial ServicesCommercial Services The Family YMCA of the Desert is a non-profit organization that provides licensed childcare and youth and family programming. The company's mission is to promote caring, honesty, respect, and responsibility while helping children develop social skills, confidence, leadership, and fitness. The company offers a variety of programs, including day camps, overnight camps, and Taekwondo classes. The organization is committed to putting Judeo-Christian principles into practice through their programs, which aim to build a healthy spirit, mind, and body for all. The Family YMCA of the Desert is based in Palm Desert, CA. | Corporate Officer/Principal | - |
Formation de Robert Lawrence Schein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
University of Arizona
University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. Jude Children's Research Hospital, Inc.
St. Jude Children's Research Hospital, Inc. Hospital/Nursing ManagementHealth Services Offers health care and social assistance services for children | Health Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Family YMCA of the Desert
Family YMCA of the Desert Miscellaneous Commercial ServicesCommercial Services The Family YMCA of the Desert is a non-profit organization that provides licensed childcare and youth and family programming. The company's mission is to promote caring, honesty, respect, and responsibility while helping children develop social skills, confidence, leadership, and fitness. The company offers a variety of programs, including day camps, overnight camps, and Taekwondo classes. The organization is committed to putting Judeo-Christian principles into practice through their programs, which aim to build a healthy spirit, mind, and body for all. The Family YMCA of the Desert is based in Palm Desert, CA. | Commercial Services |
Xavier College Preparatory
Xavier College Preparatory Other Consumer ServicesConsumer Services Operates as a school | Consumer Services |
















