Robert Barone

Robert Barone Email and Phone Number

Partner and Economist and Portfolio Manager @ Universal Value Advisors
Reno, NV, US
Robert Barone's Location
Reno, Nevada, United States, United States
Robert Barone's Contact Details

Robert Barone personal email

About Robert Barone

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.

Robert Barone's Current Company Details
Universal Value Advisors

Universal Value Advisors

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Partner and Economist and Portfolio Manager
Reno, NV, US
Robert Barone Work Experience Details
  • Universal Value Advisors
    Partner And Economist And Portfolio Manager
    Universal Value Advisors
    Reno, Nv, Us
  • Savvy Wealth
    Wealth Advisor
    Savvy Wealth Dec 2024 - Present
    New York, New York, Us
  • Universal Value Advisors
    Partner/Economist/Portfolio Manager
    Universal Value Advisors 2006 - Present
    Formerly 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.
  • Csaa Insurance Group, A Aaa Insurer
    Director
    Csaa Insurance Group, A Aaa Insurer Jan 2000 - Present
    Walnut Creek, Ca, Us
  • Aaa Northern California, Nevada & Utah
    Director
    Aaa Northern California, Nevada & Utah Jan 2000 - Present
    Walnut Creek, Ca, Us
  • Allied Mineral Products
    Director
    Allied Mineral Products 2003 - Present
    Columbus, Ohio, Us
    A 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.
  • Farther
    Senior Vice President - Wealth Advisor
    Farther Jun 2023 - Dec 2024
    New York, Ny, Us
  • Fourstar Wealth Advisors Llc
    Economist / Financial Advisor
    Fourstar Wealth Advisors Llc Feb 2019 - Jun 2023
    Chicago, Illinois, Us
  • Barone Imports & Wholesale
    Partner
    Barone Imports & Wholesale 2008 - Aug 2019
    A hobby beer and wine business that has grown rapidly. I co-founded with Joshua Barone in 2009.
  • Fieldstone Financial
    Chief Economist & Financial Advisor
    Fieldstone Financial Oct 2016 - Feb 2019
  • Adagio Trust Comapany
    Founder
    Adagio Trust Comapany 2000 - 2006
  • Federal Home Loan Bank Of San Francisco
    Director/Chairman
    Federal Home Loan Bank Of San Francisco 1996 - 2004
    San Francisco, California, Us
  • Comstock Bank
    Chairman And Ceo
    Comstock Bank Jan 1984 - Dec 1999
  • University Of Nevada Reno
    Professor Of Finance
    University Of Nevada Reno 1979 - 1984
    Reno, Nv, Us
  • Cleveland Trust Company
    Economist
    Cleveland Trust Company 1973 - 1976

Robert Barone Skills

Investments Portfolio Management Financial Analysis Valuation Economics Financial Modeling Risk Management Asset Management Due Diligence Mergers And Acquisitions Banking Private Equity Equities Business Strategy Financial Advisory Analysis Fixed Income Finance Bonds Hedge Funds Strategic Financial Planning Strategic Planning Asset Managment Budgets Mutual Funds Management Consulting Credit Equity Research Financial Planning Research Business Analysis Corporate Governance Credit Analysis Accounting Loans Investment Strategies Venture Capital Securities Mergers

Robert Barone Education Details

  • Georgetown University
    Georgetown University
    Economics
  • Gilmour Academy
    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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