Client Portfolio Director, Ocio Retirement Solutions
Current• Mercer Delegated Investment Solutions
Apr 2014 - Present
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Robert Marchetti Email & Phone Number
Client Portfolio Director, OCIO Retirement Solutions at Mercer Investments
at
Mercer Investments
1 work email found
@mercer.com
1 phone found area 603
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Portfolio Director, OCIO Retirement Solutions at Mercer Investments
Location
Greater Boston, United States
Company size
Who is Robert Marchetti? Overview
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Quick answer
Robert Marchetti is listed as Client Portfolio Director, OCIO Retirement Solutions at Mercer Investments at Mercer Investments, a with 22255 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at mercer.com, phone signal with area code 603, and a matched LinkedIn profile for Robert Marchetti.
Robert Marchetti previously worked as Client Portfolio Director, OCIO Retirement Solutions at Mercer Investments and Vice President, Institutional Retirement & Subadvisory at Brightsphere Investment Group. Robert Marchetti holds Mba, Finance from Boston College Carroll School Of Management.
Company email context
Email format at Mercer Investments
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{first}.{last}@mercer.com
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AeroLeads found 1 current-domain work email signal for Robert Marchetti. Compare company email patterns before reaching out.
Profile bio
About Robert Marchetti
Robert Marchetti is a Client Portfolio Director, OCIO Retirement Solutions at Mercer Investments at Mercer Investments. He possess expertise in investments, series 7, series 63, mutual funds, retirement and 9 more skills.
Listed skills include Investments, Series 7, Series 63, Mutual Funds, and 10 others.
Current workplace
Robert Marchetti's current company
Company context helps verify the profile and gives searchers a useful next step.
Mercer Investments
6 roles
Robert Marchetti work experience
A career timeline built from the work history available for this profile.
Vice President, Institutional Retirement & Subadvisory
• Responsible for distribution on behalf of BrightSphere's (formerly Old Mutual Asset Management) affiliate investment boutiques in the institutional retirement / Defined Contribution (DCIO) and subadvisory channels. • Establish and build relationships with middle-market defined contribution investment consultants and retirement recordkeeping platforms across a national territory.• Educate research teams & consultants on investment capabilities, philosophy & process. Strategy spectrum spanning equities, fixed income, real assets and alternatives.
May 2012 - Apr 2014
Senior Research Analyst
• Responsible for investment manager due diligence in support of Fidelity’s open-architecture retirement platform and Investment Consulting group. Senior team member and leader in growth equity and real estate categories. • Conduct investment manager interviews, attribution, style analysis and qualitative evaluation.• Support Fidelity’s Investment Consulting group by publishing +150 research reports annually and presenting strategy analysis to plan sponsors, investment committee and consulting team.
Dec 2006 - May 2012
Product Engineer
• Serve in a product specialist capacity as the primary liaison between sales, marketing, client service and consultant relations teams.
Jun 2004 - Nov 2006
Operations Associate
• Support the Enhanced Indexing, US Active, Tax-Efficient and International Growth Equity portfolio management teams.
Aug 2001 - Jun 2004
Operations Analyst
• Various middle and back-office roles within the Stable Value and Global Credit Derivatives businesses.• Member of a global operations training program run through New York, London, Frankfurt & Singapore offices.
Aug 1998 - Aug 2001
Team & coworkers
Colleagues at Mercer Investments
Other employees you can reach at mercer.com. View company contacts for 22255 employees →
VG
Vansh Gupta
Colleague at Mercer InvestmentsDelhi, India
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JL
Jason Lauchner
Colleague at Mercer InvestmentsUrbana, Illinois, United States
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SJ
Sanya Jain, Frm
Colleague at Mercer InvestmentsNorth Delhi, Delhi, India
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GM
Gracia Martinez
Colleague at Mercer InvestmentsBrussels Metropolitan Area, Belgium
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RJ
Ruben Jimenez
Colleague at Mercer InvestmentsNewport Beach, California, United States
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SD
Stanisław D.
Colleague at Mercer InvestmentsWarsaw, Mazowieckie, Poland
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MM
Makenna Maag
Colleague at Mercer InvestmentsLincoln, Nebraska, United States
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AN
Ajith Nair
Colleague at Mercer InvestmentsSouth Delhi, Delhi, India
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CF
Chris Fuller
Colleague at Mercer InvestmentsUnited States
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EL
Erika Lizeth Ponce Flores
Colleague at Mercer InvestmentsNetzahualcóyotl, México, Mexico
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Vansh Gupta
Colleague at Mercer InvestmentsDelhi, India
View →
JL
Jason Lauchner
Colleague at Mercer InvestmentsUrbana, Illinois, United States
View →
SJ
Sanya Jain, Frm
Colleague at Mercer InvestmentsNorth Delhi, Delhi, India
View →
GM
Gracia Martinez
Colleague at Mercer InvestmentsBrussels Metropolitan Area, Belgium
View →
RJ
Ruben Jimenez
Colleague at Mercer InvestmentsNewport Beach, California, United States
View →
SD
Stanisław D.
Colleague at Mercer InvestmentsWarsaw, Mazowieckie, Poland
View →
MM
Makenna Maag
Colleague at Mercer InvestmentsLincoln, Nebraska, United States
View →
AN
Ajith Nair
Colleague at Mercer InvestmentsSouth Delhi, Delhi, India
View →
CF
Chris Fuller
Colleague at Mercer InvestmentsUnited States
View →
EL
Erika Lizeth Ponce Flores
Colleague at Mercer InvestmentsNetzahualcóyotl, México, Mexico
View →
3 education records
Robert Marchetti education
Mba, Finance
Bs, Finance
Education record
St. John'S High School
FAQ
Frequently asked questions about Robert Marchetti
Quick answers generated from the profile data available on this page.
What company does Robert Marchetti work for?
Robert Marchetti works for Mercer Investments.
What is Robert Marchetti's role at Mercer Investments?
Robert Marchetti is listed as Client Portfolio Director, OCIO Retirement Solutions at Mercer Investments at Mercer Investments.
What is Robert Marchetti's email address?
AeroLeads has found 1 work email signal at @mercer.com for Robert Marchetti at Mercer Investments.
What is Robert Marchetti's phone number?
AeroLeads has found 1 phone signal(s) with area code 603 for Robert Marchetti at Mercer Investments.
Where is Robert Marchetti based?
Robert Marchetti is based in Greater Boston, United States while working with Mercer Investments.
What companies has Robert Marchetti worked for?
Robert Marchetti has worked for Mercer Investments, Brightsphere Investment Group, Fidelity Investments, State Street Global Advisors, and Deutsche Bank.
Who are Robert Marchetti's colleagues at Mercer Investments?
Robert Marchetti's colleagues at Mercer Investments include Vansh Gupta, Jason Lauchner, Sanya Jain, Frm, Gracia Martinez, and Ruben Jimenez.
How can I contact Robert Marchetti?
You can use AeroLeads to view verified contact signals for Robert Marchetti at Mercer Investments, including work email, phone, and LinkedIn data when available.
What schools did Robert Marchetti attend?
Robert Marchetti holds Mba, Finance from Boston College Carroll School Of Management.
What skills is Robert Marchetti known for?
Robert Marchetti is listed with skills including Investments, Series 7, Series 63, Mutual Funds, Retirement, Asset Allocation, Defined Contribution, and Business Development.
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