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@raymondjames.com
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3 phones found area 845 and 914
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Robert Matofsky is listed as Financial Advisor at Raymond James at Raymond James, a company with 5 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 845, 914, and a matched LinkedIn profile for Robert Matofsky.
Robert Matofsky previously worked as Financial Advisor at Raymond James and Consultant at Cornerstone Capital Inc.. Robert Matofsky holds Master Of Business Administration (Mba), Finance from Pace University - Lubin School Of Business.
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Relationship-focused advisor and team leader working with high net-worth individuals, families, closely-held business owners, corporate and charitable institutions across a wide spectrum of investment, banking, insurance, philanthropy, estate and financial planning matters. Consistently maintains high performance and revenue growth during changing economic conditions.
Listed skills include Estate Planning, Portfolio Management, Management, Insurance Planning, and 8 others.
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A career timeline built from the work history available for this profile.
St. Petersburg, Florida, US
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are.
New York, NY, US
Raising capital for second round financing offer | Developing pooled ESG investment vehicle |Assessing optimal customized distribution approaches through RIA channel for sub-advisory service
Senior leader with responsibility for managing a team of three Directors and eight Associates providing investment management, estate, insurance, philanthropy, retirement and tax planning to ultra-affluent individuals and families
Purchase, NY, US
Following acquisition of Matofsky & Company, Inc. by Altium, joined firm as a member of the leadership team | Delivered comprehensive wealth management services to clients | Served as trustee for select ultra-affluent clients
Spearheaded startup of independent wealth management firm and Registered Investment Advisor (RIA), partnering and co-branding with Provident Bank | Advised ultra-affluent individuals, families, institutions, and charities | Built in-house team of professionals and established partnerships with third party providers | Provided fiduciary consulting services.
Charlotte, NC, US
Managed 200+ fiduciary and investment management relationships as well as related Private Banking products (Credit, Deposit, Retail) | Member of Regional Trust Committee | Managed two associates
Managed the administration and investment of all personal trust, estate and employee benefit accounts assigned to Winthrop Trust Company | Managed all related regulatory and compliance requirements | Supervised staff of Trust Officer and six associates including training and development | Advanced business with DLJ executives, brokerage and investment.
New York, NY, US
Directed the administration and investment of 250 individual and institutional trust accounts | Provided expertise on all investment and new business matters in connection with closely-held securities and limited partnerships | Managed and retained significant business through major asset allocation shifts and related performance disparities
Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →
Chloe Benzin
Colleague at Raymond James
Buffalo-Niagara Falls Area, United States, United States
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SG
Stephanie Gildemeister
Colleague at Raymond James
Kewaunee, Wisconsin, United States, United States
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JC
Joseph Celestino
Colleague at Raymond James
Houston, Texas, United States, United States
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MR
Meghanatha Reddy Maramreddy Venkata
Colleague at Raymond James
Tampa, Florida, United States, United States
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VV
Vinduja Vinod
Colleague at Raymond James
Mcpherson, Kansas, United States, United States
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RM
Rachel Markle
Colleague at Raymond James
Greater Chicago Area, United States, United States
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SC
Scott Coughlin
Colleague at Raymond James
Tampa, Florida, United States, United States
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GK
Gerri Kavouklis Price
Colleague at Raymond James
Greater Tampa Bay Area, United States, United States
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AS
Ariel Stein, Cfp®
Colleague at Raymond James
Greater Hartford, United States, United States
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HG
Hal Greer
Colleague at Raymond James
Macon, Georgia, United States, United States
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Quick answers generated from the profile data available on this page.
Robert Matofsky works for Raymond James.
Robert Matofsky is listed as Financial Advisor at Raymond James at Raymond James.
AeroLeads has found 1 work email signal at @raymondjames.com for Robert Matofsky at Raymond James.
AeroLeads has found 3 phone signal(s) with area code 845, 914 for Robert Matofsky at Raymond James.
Robert Matofsky is based in New York City Metropolitan Area, United States, United States while working with Raymond James.
Robert Matofsky has worked for Raymond James, Cornerstone Capital Inc., Kls Professional Advisors, Llc, Altium Wealth Management, Llc, and Matofsky & Company, Inc. / Provident Bank.
Robert Matofsky's colleagues at Raymond James include Chloe Benzin, Stephanie Gildemeister, Joseph Celestino, Meghanatha Reddy Maramreddy Venkata, and Vinduja Vinod.
You can use AeroLeads to view verified contact signals for Robert Matofsky at Raymond James, including work email, phone, and LinkedIn data when available.
Robert Matofsky holds Master Of Business Administration (Mba), Finance from Pace University - Lubin School Of Business.
Robert Matofsky is listed with skills including Estate Planning, Portfolio Management, Management, Insurance Planning, Business Development, Banking, Asset Management, and Investments.
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