Robert Centrella, Cfa Email & Phone Number

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 Allocation, Portfolio Construction and monitoring, and performance reporting. Forza also provides its investment management service to other Investment Advisors on a consulting basis.

* 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 Large Cap and Mid Cap Growth funds (4/06-7/09) (AUM: $2 Billion)* Lead Manager All Cap Growth Fund (1/05-7/09). (AUM: $500 M)* Lead Manager of Small/Mid Cap Growth (1/99-7/09) (AUM: $150 million) - 10-yr LT record above relevant benchmarks* Member of Asset Allocation committee of Mainstay Total Return Fund. Allocated assets among equities (domestic and int'l), fixed income, high yield and convertibles. (AUM: $700 Million)* Co-supervised team of 4 equity analysts/PMs organized across all sectors* Equity Generalist with primary industry coverage in Financial, Industrial/Cap Goods, Healthcare, Materials and Energy Sectors* Assisted in developing and building Mid-, Small-, and Smid-Cap Growth platforms at the firm* Performed client servicing and relationship management for both institutional and retail related clients* Delivered new business and marketing presentations for equity products

- 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 research as a Generalist for both Growth and Value portfolios- Constructed and implemented the firm's Growth stock investment philosophy emphasizing high quality companies selling at attractive prices relative to EPS growth- Member of Investment Policy Committee that made all equity buy/sell decisions and set asset allocation for balanced accounts- Delivered marketing and new business presentations to existing clients and prospects- Responsible for client servicing and relationship management

- 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

Mba, Finance

MBA Finance

Bs, Accounting

Activities and Societies: Baseball - 4 years B.S. Accounting