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Robert Sollazzo, Cfa Email & Phone Number
Senior Private Client Advisor
at
Quent Capital
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Private Client Advisor
Location
Brooklyn, New York, United States
Company size
Who is Robert Sollazzo, Cfa? Overview
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Quick answer
Robert Sollazzo, Cfa is listed as Senior Private Client Advisor at Quent Capital, a company with 28 employees, based in Brooklyn, New York, United States. AeroLeads shows a matched LinkedIn profile for Robert Sollazzo, Cfa.
Robert Sollazzo, Cfa previously worked as Senior Associate | Wealth Planner at Cerity Partners and Vice President I at Svb Private. Robert Sollazzo, Cfa holds Economics from Hamilton College.
Company email context
Email format at Quent Capital
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Quent Capital
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Profile bio
About Robert Sollazzo, Cfa
As a Senior Associate at Cerity Partners, I provide comprehensive financial planning and analysis services to high-net-worth individuals and families, with a focus on tax optimization, investment management, estate planning, and philanthropy. I hold the Chartered Financial Analyst (CFA) designation and the Series 65 license and have over five years of experience in wealth management, having worked as a Vice President I at SVB Private and a Senior Associate at KLS, a Division of SVB and Boston Private. In these roles, I supported clients across various industries, primarily working with high-net-worth and ultra-high-net-worth individuals and families. My core competencies include analytical thinking, problem-solving, communication, and client service, and I am passionate about helping clients achieve their financial goals and aspirations, while aligning their wealth with their values and mission.
Current workplace
Robert Sollazzo, Cfa's current company
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Quent Capital
9 roles
Robert Sollazzo, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Associate | Wealth Planner
Current
Mar 2023 - Present
Vice President I
Feb 2023 - Mar 2023
Senior Associate
Kls, A Division Of Svb
Feb 2021 - Feb 2023
Associate
Kls, A Division Of Boston Private
Aug 2018 - Feb 2021
Business Development Associate
Intelliparkus, Inc.
Jun 2017 - Aug 2017
Accounting Assistant
Ranne P. Warner And Company
- Performed monthly bank reconciliations
- Recorded receipts and disbursements for personal and corporate accounts
- Prepared combined Profit & Loss Reports for related entities
- Created Excel schedules and summarized transaction reports for property sales
Jul 2016 - Aug 2016
Financial Assistant
Intelliparkus Inc. (Dba Parknsave)
- Integrated Excel custom reports into client remittance and invoice process
- Designed and implemented client remittance reports and invoices
- Created and distributed net sales reports, along with supplementary Excel spreadsheets, for various parking garage tenants
- Calculated remittance amounts and organized delivery of client remittance reports to garage tenants
- Read and edited various sales agreements and venture capital documents, including executive summary
Jun 2016 - Aug 2016
Junior Accountant - Summer Intern
Sollazzo & Marangelli, Llp
- Prepared accounting write-up work including bank reconciliations, month-end adjusting journal entries, and input cash receipt and disbursement information
- Developed supplementary Excel schedules supporting month-end accounting
- Assisted in data entry for estate, corporate, and personal tax returns
Jun 2014 - Aug 2016
2 education records
Robert Sollazzo, Cfa education
Economics
High School
FAQ
Frequently asked questions about Robert Sollazzo, Cfa
Quick answers generated from the profile data available on this page.
What company does Robert Sollazzo, Cfa work for?
Robert Sollazzo, Cfa works for Quent Capital.
What is Robert Sollazzo, Cfa's role at Quent Capital?
Robert Sollazzo, Cfa is listed as Senior Private Client Advisor at Quent Capital.
Where is Robert Sollazzo, Cfa based?
Robert Sollazzo, Cfa is based in Brooklyn, New York, United States while working with Quent Capital.
What companies has Robert Sollazzo, Cfa worked for?
Robert Sollazzo, Cfa has worked for Quent Capital, Cerity Partners, Svb Private, Kls, A Division Of Svb, and Kls, A Division Of Boston Private.
How can I contact Robert Sollazzo, Cfa?
You can use AeroLeads to view verified contact signals for Robert Sollazzo, Cfa at Quent Capital, including work email, phone, and LinkedIn data when available.
What schools did Robert Sollazzo, Cfa attend?
Robert Sollazzo, Cfa holds Economics from Hamilton College.
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