Robert Barone Email and Phone Number
Robert Barone work email
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Robert Barone personal email
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With over two decades of experience in the financial sector, my journey has been driven by an unwavering commitment to fiscal excellence and personalized wealth strategies. At Farther, my mission aligns with providing clients with innovative financial planning solutions that resonate with our organization's culture of trust and forward-thinking. My expertise in asset management and investments, honed over years, underpins my approach to optimizing client portfolios for long-term prosperity.In my current role as Senior Vice President at Farther, I apply a wealth of knowledge from my enduring partnership at Universal Value Advisors. Leveraging skills in investments and financial planning, I've contributed significantly to the growth of wealth management strategies. My focus remains on delivering tailored advice and building robust, diverse portfolios that meet the unique goals and aspirations of each individual we serve.
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Partner And Economist And Portfolio ManagerUniversal Value AdvisorsReno, Nv, Us
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Wealth AdvisorSavvy Wealth Dec 2024 - PresentNew York, New York, Us -
Partner/Economist/Portfolio ManagerUniversal Value Advisors 2006 - PresentFormerly Ancora West Advisors, I co-founded this company with Joshua Barone in 2005. It is an SEC Registered Investment Advisor, and has grown to be one of Reno's premier independent investment advisors.
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DirectorCsaa Insurance Group, A Aaa Insurer Jan 2000 - PresentWalnut Creek, Ca, Us -
DirectorAaa Northern California, Nevada & Utah Jan 2000 - PresentWalnut Creek, Ca, Us -
DirectorAllied Mineral Products 2003 - PresentColumbus, Ohio, UsA leading refractory manufacturer in the country and one of America's premier ESOP companies. I have been associated with the company since 1975, and currently am on the Board of Directors. -
Senior Vice President - Wealth AdvisorFarther Jun 2023 - Dec 2024New York, Ny, Us -
Economist / Financial AdvisorFourstar Wealth Advisors Llc Feb 2019 - Jun 2023Chicago, Illinois, Us -
PartnerBarone Imports & Wholesale 2008 - Aug 2019A hobby beer and wine business that has grown rapidly. I co-founded with Joshua Barone in 2009.
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Chief Economist & Financial AdvisorFieldstone Financial Oct 2016 - Feb 2019
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FounderAdagio Trust Comapany 2000 - 2006
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Director/ChairmanFederal Home Loan Bank Of San Francisco 1996 - 2004San Francisco, California, Us -
Chairman And CeoComstock Bank Jan 1984 - Dec 1999
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Professor Of FinanceUniversity Of Nevada Reno 1979 - 1984Reno, Nv, Us -
EconomistCleveland Trust Company 1973 - 1976
Robert Barone Skills
Robert Barone Education Details
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Georgetown UniversityEconomics -
Gilmour Academy
Frequently Asked Questions about Robert Barone
What company does Robert Barone work for?
Robert Barone works for Universal Value Advisors
What is Robert Barone's role at the current company?
Robert Barone's current role is Partner and Economist and Portfolio Manager.
What is Robert Barone's email address?
Robert Barone's email address is bb****@****ust.com
What schools did Robert Barone attend?
Robert Barone attended Georgetown University, Gilmour Academy.
What are some of Robert Barone's interests?
Robert Barone has interest in Economic Empowerment, Education, Environment, Science And Technology, Animal Welfare.
What skills is Robert Barone known for?
Robert Barone has skills like Investments, Portfolio Management, Financial Analysis, Valuation, Economics, Financial Modeling, Risk Management, Asset Management, Due Diligence, Mergers And Acquisitions, Banking, Private Equity.
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