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@forzainvestment.com
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4 phones found area 908
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LinkedIn matched
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Robert Centrella, Cfa is listed as Managing Partner at Forza Investment Advisory, LLC at Forza Investment Advisory, LLC, a company with 2 employees, based in Westfield, New Jersey, United States. AeroLeads shows a work email signal at forzainvestment.com, phone signal with area code 908, and a matched LinkedIn profile for Robert Centrella, Cfa.
Robert Centrella, Cfa previously worked as Managing Partner and President at Forza Investment Advisory, Llc and Senior Managing Director at R&A Ltd. Robert Centrella, Cfa holds Mba, Finance from George Mason University.
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AeroLeads found 1 current-domain work email signal for Robert Centrella, Cfa. Compare company email patterns before reaching out.
Managing Partner of Forza Investment Advisory since founding company in 2010. Accomplished investment professional with 30 years experience in the financial services industry including 25+ years in portfolio management and fundamental securities analysis. Skilled at client relationship management, marketing, new business development and new product development. CFA® charterholder. Specialties: Portfolio Management, Investment Planning, Client Relationship Mgmt, Asset allocation, Fundamental securities analysis -- generalist with primary industries including Financial Services, Cap Goods, Health Care, Energy Services, Basic Materials.
Listed skills include Asset Allocation, Portfolio Management, Investment Advisory, Equities, and 16 others.
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Westfield, NJ
Forza Investment Advisory LLC, is an independent Registered Investment Advisory (RIA) firm that provides fee-only investment advisory and portfolio management services to private clients and select institutions. As an independent RIA, Forza provides customized investment plans for each of our clients including Investment Policy Statements, Asset.
* Portfolio Manager and sole proprietor of family Domestic Equity Long/Short Funds. Perform all research, trading and management functions.
Responsible for portfolio management and fundamental equity research for $40 Billion asset manager including both institutional separate accounts and mutual funds (NY Life Mainstay family of funds). Promoted to Managing Director and Co-Manager of all funds during 3/06. Growth assets ranged from $3 Billion to $15 Billion during my tenure. * Co-Manager of.
- Managed balanced (Fixed + Equity) and equity-only portfolios for High Net Worth Individuals/Families and Institutional Clients- Provided research, portfolio management, asset allocation, trading and client serviciing- Worked with clients to develop investment objectives and invested client assets in appropriate asset classes and styles- Provided equity.
- Managed institutional and High Net Worth discretionary portfolios- Performed equity research for Growth style and made recommendations for stocks in Financial, HealthCare and Consumer and Cap Goods sectors.- Served on equity selection and investment policy committees- Responsible for client servicing
Strategic Planning Financial Analysis and business segment review.Corporate Business Development
Strategic Planning Financial Analysis and business segment review.Regional Peer bank analysisProfit and long-range planning analysis
Bethesda, MD
Rosslyn, VA
Quick answers generated from the profile data available on this page.
Robert Centrella, Cfa works for Forza Investment Advisory, LLC.
Robert Centrella, Cfa is listed as Managing Partner at Forza Investment Advisory, LLC at Forza Investment Advisory, LLC.
AeroLeads has found 1 work email signal at @forzainvestment.com for Robert Centrella, Cfa at Forza Investment Advisory, LLC.
AeroLeads has found 4 phone signal(s) with area code 908 for Robert Centrella, Cfa at Forza Investment Advisory, LLC.
Robert Centrella, Cfa is based in Westfield, New Jersey, United States while working with Forza Investment Advisory, LLC.
Robert Centrella, Cfa has worked for Forza Investment Advisory, Llc, R&A Ltd, Mackay Shields (Division Of Ny Life), Gibraltar Advisors, and Foxhall Investment Management.
You can use AeroLeads to view verified contact signals for Robert Centrella, Cfa at Forza Investment Advisory, LLC, including work email, phone, and LinkedIn data when available.
Robert Centrella, Cfa holds Mba, Finance from George Mason University.
Robert Centrella, Cfa is listed with skills including Asset Allocation, Portfolio Management, Investment Advisory, Equities, Investment Planning, Retirement Planning, Client Service, and Mutual Funds.
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