Robert Lawrence Schein
Portfolio Manager-Equities chez HighTower Advisors LLC
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 Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Portfolio Manager-Equities | 01/06/2011 |
Anciens postes connus de Robert Lawrence Schein
Sociétés | Poste | Fin |
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Xavier College Preparatory | Corporate Officer/Principal | - |
St. Jude Children's Research Hospital, Inc.
St. Jude Children's Research Hospital, Inc. Hospital/Nursing ManagementHealth Services St. Jude Children's Research Hospital, Inc. offers health care and social assistance services for children. It is internationally recognized for its pioneering research and treatment for children with cancer and other catastrophic diseases. The firm's treatment programs include brain tumors, leukemia, lymphoma, infectious diseases, immunodeficiency diseases, blood disorders, sickle cell disease, and solid tumors. The company was founded by Danny Thomas on February 4, 1962 and is headquartered in Memphis, TN. | Corporate Officer/Principal | - |
Family YMCA of the Desert | Corporate Officer/Principal | - |
Formation de Robert Lawrence Schein
University of Arizona | Undergraduate Degree |
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Entreprise privées | 4 |
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St. Jude Children's Research Hospital, Inc.
St. Jude Children's Research Hospital, Inc. Hospital/Nursing ManagementHealth Services St. Jude Children's Research Hospital, Inc. offers health care and social assistance services for children. It is internationally recognized for its pioneering research and treatment for children with cancer and other catastrophic diseases. The firm's treatment programs include brain tumors, leukemia, lymphoma, infectious diseases, immunodeficiency diseases, blood disorders, sickle cell disease, and solid tumors. The company was founded by Danny Thomas on February 4, 1962 and is headquartered in Memphis, TN. | Health Services |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Family YMCA of the Desert | |
Xavier College Preparatory |