Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® Email and Phone Number

Chief Portfolio Strategist and Executive Director of Products and Services at Galliott Capital Advisors @ Galliott Capital Advisors
los angeles, california, united states
Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®'s Location
Beverly Hills, California, United States, United States
About Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®

At Galliott Capital Advisors, I’m proud to serve our clients in the dual role of Chief Portfolio Strategist and Executive Director of Products & Services. I work alongside our team of experienced advisors in providing our primarily international clients with highly differentiated investment management strategies. Working at Galliott represents the capstone of my 26+ year career, during which I’ve earned multiple industry designations, was recognized with consulting and sales leadership awards, and held several roles in investment advisory, portfolio strategy, and wealth planning.

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®'s Current Company Details
Galliott Capital Advisors

Galliott Capital Advisors

View
Chief Portfolio Strategist and Executive Director of Products and Services at Galliott Capital Advisors
los angeles, california, united states
Website:
galliott.com
Employees:
4
Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® Work Experience Details
  • Galliott Capital Advisors
    Chief Portfolio Strategist And Executive Director Of Products And Services
    Galliott Capital Advisors Apr 2022 - Present
    Beverly Hills, California, United States
    At Galliott Capital Advisors, I’m proud to serve our clients in the dual role of Chief Portfolio Strategist and Executive Director of Products & Services. I work alongside our team of experienced advisors in providing our primarily international clients with highly differentiated investment management strategies. Working at Galliott represents the capstone of my 26+ year career, during which I’ve earned multiple industry designations, was recognized with consulting and sales leadership awards, and held several roles in investment advisory, portfolio strategy, and wealth planning.
    View
  • Ubs Financial Services Inc.
    Wealth Management Consultant
    Ubs Financial Services Inc. Sep 2011 - Apr 2022
    Greater Los Angeles Area
    View
  • Ubs
    Director
    Ubs Aug 1994 - Apr 2022
    View

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® Education Details

Frequently Asked Questions about Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®

What company does Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® work for?

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® works for Galliott Capital Advisors

What is Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®'s role at the current company?

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®'s current role is Chief Portfolio Strategist and Executive Director of Products and Services at Galliott Capital Advisors.

What schools did Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® attend?

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric® attended Pepperdine University, The George L. Graziadio School Of Business And Management, California State University-Long Beach.

Who are Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®'s colleagues?

Robert Mourad, Cfp®, Cpwa®, Cima®, Aif®,Cepa®,Csric®'s colleagues are Jennifer Hissa, Rita Haddad, Azelia Betancourt.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.