Rob Longsworth

Rob Longsworth Email and Phone Number

Wealth Advisor, Greenwich Wealth Management @
Rob Longsworth's Location
Greenwich, Connecticut, United States, United States
Rob Longsworth's Contact Details

Rob Longsworth work email

Rob Longsworth personal email

Rob Longsworth phone numbers

About Rob Longsworth

Headquartered in Greenwich, CT, GWM is a boutique SEC registered independent investment advisory firm. We provide personal attention and objective advice to high net worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and profit sharing plans in the New York metropolitan area and beyond. With no proprietary products or third party relationships we have none of the conflicts inherent in these arrangements. Please do not hesitate to contact me if I can be of service to you, or someone close to you. I am always reachable by email: rob@greenwichwealth.com, or by phone on: (646)-567-0986I look forward to exploring how I can be of service to you.

Rob Longsworth's Current Company Details
Greenwich Wealth Management

Greenwich Wealth Management

Wealth Advisor, Greenwich Wealth Management
Rob Longsworth Work Experience Details
  • Greenwich Wealth Management
    Wealth Advisor
    Greenwich Wealth Management Feb 2016 - Present
    Greenwich Wealth Management LLC, Wealth Advisor, 2016-PresentSEC Registered Investment Adviser
  • Ovis Capital Llc
    Chief Executive Officer & Co-Founder
    Ovis Capital Llc Feb 2016 - Present
    Commercial Real Estate Development and Management in Metro Denver, COGreenwich Wealth Management and Ovis Capital LLC are unaffiliated entities.
  • Citrin Cooperman Wealth Management, Lp
    Director Of Business Development
    Citrin Cooperman Wealth Management, Lp Jun 2015 - Dec 2015
    Led external business development for RIA with $1.5 billion in assets under management, including generation of marketing strategy and tactics using extensive personal and professional networks. Generated leads on $9.5MM+ of executable business in six months.
  • Security Asset Management
    Portfolio Consultant
    Security Asset Management Feb 2015 - Jun 2015
    Consultant for Portfolio Manager of a $100MM Mid- and Large-Cap Capital Growth strategy, performing traditional growth equity portfolio management.Portfolio Management-Performed in-depth sector and security-specific research, including earnings and analyst call transcript analysis and detailed financial statement analysis-Provided substantial research and analysis to support the addition of a new position to the portfolio-Established an online library to streamline research and analysis processes for current and prospective investmentsBusiness Development and Client Responsibilities-Worked with PM to craft a client relationship and business development plan to grow firm assets
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  • First Republic Bank
    Associate Relationship Manager
    First Republic Bank Jun 2012 - Jun 2014
    San Francisco, Ca, Us
    Managed $500MM+ of deposit, lending, and wealth management assets, while identifying and winning $30MM+ of new business from existing and prospective clients.
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  • Deutsche Bank
    Associate
    Deutsche Bank Aug 2007 - Jun 2012
    Frankfurt Am Main, Hessen, De
    Derivative trading operations for interest rate and equity derivative desks
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  • Thacher Proffitt & Wood
    Legal Assistant
    Thacher Proffitt & Wood 2005 - 2007
    Member of large RMBS securitization team specializing in bond issuance and whole loan transactions

Rob Longsworth Skills

Wealth Management Management Finance Business Development Derivatives Portfolio Management Investments Structured Finance Asset Management Valuation Capital Markets Financial Modeling Fixed Income

Rob Longsworth Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance
  • Amherst College
    Amherst College
    English
  • Kent Denver
    Kent Denver

Frequently Asked Questions about Rob Longsworth

What company does Rob Longsworth work for?

Rob Longsworth works for Greenwich Wealth Management

What is Rob Longsworth's role at the current company?

Rob Longsworth's current role is Wealth Advisor, Greenwich Wealth Management.

What is Rob Longsworth's email address?

Rob Longsworth's email address is ro****@****lth.com

What is Rob Longsworth's direct phone number?

Rob Longsworth's direct phone number is +164656*****

What schools did Rob Longsworth attend?

Rob Longsworth attended Nyu Stern School Of Business, Amherst College, Kent Denver.

What are some of Rob Longsworth's interests?

Rob Longsworth has interest in Fly Fishing, Skiing, Economic Empowerment, Politics, Education, Environment, Science And Technology, Hockey.

What skills is Rob Longsworth known for?

Rob Longsworth has skills like Wealth Management, Management, Finance, Business Development, Derivatives, Portfolio Management, Investments, Structured Finance, Asset Management, Valuation, Capital Markets, Financial Modeling.

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