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Robert Romano Email & Phone Number
Managing Director - Head of UHNW Advisory Group and Capital Markets Investor Solutions
at
Merrill Lynch
1 work email found
@ubs.com
2 phones found area 212
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director - Head of UHNW Advisory Group and Capital Markets Investor Solutions
Location
New York City Metropolitan Area, United States
Company size
Who is Robert Romano? Overview
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Quick answer
Robert Romano is listed as Managing Director - Head of UHNW Advisory Group and Capital Markets Investor Solutions at Merrill Lynch, a with 34842 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 212, and a matched LinkedIn profile for Robert Romano.
Robert Romano previously worked as Managing Director - Head of Capital Markets Investor Solutions at Merrill Lynch and Managing Director - Head of Portfolio Advice & Sales at Ubs. Robert Romano holds Ba, Business Administration from Franklin & Marshall College.
Company email context
Email format at Merrill Lynch
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{first}.{last}@ubs.com
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AeroLeads found 1 current-domain work email signal for Robert Romano. Compare company email patterns before reaching out.
Profile bio
About Robert Romano
Mr. Romano is an experienced investment management and wealth management executive with a demonstrated history of expertise across multiple investment products, a background in developing and growing new business initiatives and motivating and leading diverse sales and investment teams.
Listed skills include Equities, Investments, Asset Allocation, Wealth Management, and 12 others.
Current workplace
Robert Romano's current company
Company context helps verify the profile and gives searchers a useful next step.
Merrill Lynch
9 roles
Robert Romano work experience
A career timeline built from the work history available for this profile.
Managing Director - Head Of Capital Markets Investor Solutions
Current
Nov 2022 - Present
Managing Director - Head Of Portfolio Advice & Sales
Aug 2019 - Nov 2022
Managing Director - Head Of Equity, Options And Etf Sales
Feb 2018 - Aug 2019
Executive Director - Head Of Equity Sales
Dec 2011 - Feb 2018
Executive Director - Equity Sales
* Senior equity salesperson in the Global Wealth Management Capital Markets division.* Responsible for sales of stocks, ETFs, Closed End Funds, options and Equity Linked Structured Investments into the sales channel of Morgan Stanley Smith Barney.* Work closely with the equity and structured investment product teams to determine the most attractive and actionable ideas based on the current market environment and the firm's research and strategy commentary.* Work closely with senior financial advisor's and clients of the firm to help implement trades and portfolio strategies across all equity products.
Aug 2009 - Dec 2011
Director - Investment Strategy
* Act as primary equity/portfolio management advisor to retail sales force* Work with Financial Advisors to construct and manage customized stock portfolios* Be an expert in and clearly communicate the investment process, risk/return characteristics and individual holdings of several proprietary equity and ETF model portfolios.
Jan 2002 - Aug 2009
U.S. Equity Research Associate
* Use fundamental analysis and quantitative screens to develop and maintain diversified equity model portfolios geared toward various investing styles, including: income, deep value, and aggressive growth. * Write regularly published reports focusing on a variety of investment and asset allocation strategies* Work with senior equity strategy team to set and maintain the firm's equity sector weighting recommendations
Jan 2001 - Jan 2002
Annuity Sales Associate
Citi Smith Barney
Jun 1999 - Jan 2001
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 34842 employees →
BS
Bo Smithwick
Colleague at Merrill LynchShreveport, Louisiana, United States
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JC
Justin Covey, Cpfa®
Colleague at Merrill LynchOklahoma City, Oklahoma, United States
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DR
Danilo R Carvalho
Colleague at Merrill LynchRedford, Michigan, United States
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TB
Trey Baumgartner
Colleague at Merrill LynchCincinnati, Ohio, United States
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IZ
Igor Zaitsev
Colleague at Merrill LynchNew York, United States
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BS
Ben Shrider
Colleague at Merrill LynchHilliard, Ohio, United States
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CB
Cody Bradshaw
Colleague at Merrill LynchFrisco, Texas, United States
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BF
Barbara Feigenbaum
Colleague at Merrill LynchUnited States
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SJ
Sandy Johnson
Colleague at Merrill LynchPlainsboro, New Jersey, United States
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CK
Charlie Kilborn, Cfp®
Colleague at Merrill LynchGreater Chicago Area, United States
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Bo Smithwick
Colleague at Merrill LynchShreveport, Louisiana, United States
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JC
Justin Covey, Cpfa®
Colleague at Merrill LynchOklahoma City, Oklahoma, United States
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DR
Danilo R Carvalho
Colleague at Merrill LynchRedford, Michigan, United States
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TB
Trey Baumgartner
Colleague at Merrill LynchCincinnati, Ohio, United States
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IZ
Igor Zaitsev
Colleague at Merrill LynchNew York, United States
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BS
Ben Shrider
Colleague at Merrill LynchHilliard, Ohio, United States
View →
CB
Cody Bradshaw
Colleague at Merrill LynchFrisco, Texas, United States
View →
BF
Barbara Feigenbaum
Colleague at Merrill LynchUnited States
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SJ
Sandy Johnson
Colleague at Merrill LynchPlainsboro, New Jersey, United States
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CK
Charlie Kilborn, Cfp®
Colleague at Merrill LynchGreater Chicago Area, United States
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2 education records
Robert Romano education
Ba, Business Administration
Mba, Finance
FAQ
Frequently asked questions about Robert Romano
Quick answers generated from the profile data available on this page.
What company does Robert Romano work for?
Robert Romano works for Merrill Lynch.
What is Robert Romano's role at Merrill Lynch?
Robert Romano is listed as Managing Director - Head of UHNW Advisory Group and Capital Markets Investor Solutions at Merrill Lynch.
What is Robert Romano's email address?
AeroLeads has found 1 work email signal at @ubs.com for Robert Romano at Merrill Lynch.
What is Robert Romano's phone number?
AeroLeads has found 2 phone signal(s) with area code 212 for Robert Romano at Merrill Lynch.
Where is Robert Romano based?
Robert Romano is based in New York City Metropolitan Area, United States while working with Merrill Lynch.
What companies has Robert Romano worked for?
Robert Romano has worked for Merrill Lynch, Ubs, Morgan Stanley Smith Barney, Smith Barney, and Citi.
Who are Robert Romano's colleagues at Merrill Lynch?
Robert Romano's colleagues at Merrill Lynch include Bo Smithwick, Justin Covey, Cpfa®, Danilo R Carvalho, Trey Baumgartner, and Igor Zaitsev.
How can I contact Robert Romano?
You can use AeroLeads to view verified contact signals for Robert Romano at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Robert Romano attend?
Robert Romano holds Ba, Business Administration from Franklin & Marshall College.
What skills is Robert Romano known for?
Robert Romano is listed with skills including Equities, Investments, Asset Allocation, Wealth Management, Portfolio Management, Asset Management, Series 7, and Investment Strategies.
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