Associate Portfolio Manager
Current
Jun 2024 - Present
AeroLeads people directory · profile
Robert Rota Email & Phone Number
Associate Portfolio Manager at Charles Schwab
at
Charles Schwab
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Portfolio Manager at Charles Schwab
Location
Plano, Texas, United States
Who is Robert Rota? Overview
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Quick answer
Robert Rota is listed as Associate Portfolio Manager at Charles Schwab at Charles Schwab, based in Plano, Texas, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Robert Rota.
Robert Rota previously worked as Associate Portfolio Manager at Charles Schwab and Schwab Asset Management Personalized Indexing Intern at Charles Schwab. Robert Rota holds Master Of Business Administration - Mba from Naveen Jindal School Of Management, Ut Dallas.
Company email context
Email format at Charles Schwab
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{first}.{last}@schwab.com
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Profile bio
About Robert Rota
I am a dual masters student at the University of Texas at Dallas working to earn my MBA and MS in Business Analytics. Presently and over the past year, I have worked at Chaucer Global, a boutique venture capital company in Austin, TX. There I have helped portfolio companies navigate the difficulties of fundraising and managing their day-to-day operations. I am also responsible for properly evaluating new investment opportunities and determining the most prudent allocation of capital. In May of 2021, I graduated with a corporate finance degree from the University of Texas at Austin - McCombs School of Business. During my undergraduate, I was president of my fraternity and interned at Smith Anglin, a holistic wealth management firm. I am skilled in leadership, teamwork, and the entire office suite of tools, especially Excel. I enjoy learning about and working in finance, and I love trying to solve problems with data and statistics.
Listed skills include Leadership, Microsoft Office, Teamwork, Microsoft Word, and 1 others.
Current workplace
Robert Rota's current company
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7 roles
Robert Rota work experience
A career timeline built from the work history available for this profile.
Schwab Asset Management Personalized Indexing Intern
Jun 2023 - Aug 2023
Financial Analyst
Chaucer Global is a boutique venture capital firm that specializes in introducing domestic consumer brands to foreign markets.• Create financial models and craft business plans for domestic and international portfolio companies• Construct pitch decks and facilitate the fundraising process for multiple early-stage companies• Provide in-depth data analysis and operation support for one of the firm’s largest investments in China• Conduct due diligence and venture valuation on potential new investments, guiding decision-making• Value, track and monitor the performance of over 20 portfolio companies and investments
Nov 2021 - May 2023
Market Research Intern
• Conduct market and company research and analysis• Perform required financial analyses and modeling• Prepare and conduct presentations for portfolio company executives, boards, and investors
Jun 2021 - Nov 2021
Business Operations Intern
Smith Anglin is a full-service wealth management firm ranked among the top 300 Financial Advisors by FT.• Assisted in the creation of monthly funding reporting packages delivered to the partners of the firm• Evaluated and analyzed the churn rate of clients over a ten-year period• Created and presented a statistical analysis of interactions between the sales team and prospects to determine the optimum number of interactions to secure a sale• Assisted the billing department with reconcilements and partial billing calculations
Jun 2020 - Jan 2021
President - Delta Mu Chapter
• Oversaw the executive council, guiding the decision-making process for the fraternity• Lead the fraternity and direct committee chairmen and executive council members to achieve a set of stated goals• Acted as a figurehead for the fraternity, representing the organization on a local level within the University and Greek system
Dec 2019 - Dec 2020
Treasurer - Delta Mu Chapter
• Produced a budget bi-annually, allocating the appropriate funds to various committees• Managed due collections and recorded expenses totaling over $80,000 annually• Filed taxes for the fraternity in order to maintain tax exempt status
Dec 2018 - Dec 2019
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts →
AO
Adrian Ortegon
Colleague at Charles SchwabEl Paso, Texas, United States
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SK
Sally King
Colleague at Charles SchwabIndianapolis, Indiana, United States
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BB
Blake Barrick
Colleague at Charles SchwabGlendale, Arizona, United States
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AJ
Anton Javier
Colleague at Charles SchwabGreater London, England, United Kingdom
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RG
Rajeswari Gundu
Colleague at Charles SchwabSchaumburg, Illinois, United States
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GJ
Gabriel J. White
Colleague at Charles SchwabFort Worth, Texas, United States
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KS
Kyle Schneider
Colleague at Charles SchwabBallwin, Missouri, United States
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EC
Eva Chapman
Colleague at Charles SchwabGreater Chicago Area, United States
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RK
Rebecca Kramer
Colleague at Charles SchwabBenicia, California, United States
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GP
Giorgi Petriashvili
Colleague at Charles SchwabBrooklyn, New York, United States
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Adrian Ortegon
Colleague at Charles SchwabEl Paso, Texas, United States
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SK
Sally King
Colleague at Charles SchwabIndianapolis, Indiana, United States
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BB
Blake Barrick
Colleague at Charles SchwabGlendale, Arizona, United States
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AJ
Anton Javier
Colleague at Charles SchwabGreater London, England, United Kingdom
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RG
Rajeswari Gundu
Colleague at Charles SchwabSchaumburg, Illinois, United States
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GJ
Gabriel J. White
Colleague at Charles SchwabFort Worth, Texas, United States
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KS
Kyle Schneider
Colleague at Charles SchwabBallwin, Missouri, United States
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EC
Eva Chapman
Colleague at Charles SchwabGreater Chicago Area, United States
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RK
Rebecca Kramer
Colleague at Charles SchwabBenicia, California, United States
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GP
Giorgi Petriashvili
Colleague at Charles SchwabBrooklyn, New York, United States
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4 education records
Robert Rota education
Master Of Business Administration - Mba
Naveen Jindal School Of Management, Ut Dallas
Bachelor'S Degree, Corporate Finance
Texas Mccombs School Of Business
Ms In Business Analytics
Naveen Jindal School Of Management, Ut Dallas
Education record
Jesuit Dallas
FAQ
Frequently asked questions about Robert Rota
Quick answers generated from the profile data available on this page.
What company does Robert Rota work for?
Robert Rota works for Charles Schwab.
What is Robert Rota's role at Charles Schwab?
Robert Rota is listed as Associate Portfolio Manager at Charles Schwab at Charles Schwab.
What is Robert Rota's email address?
AeroLeads has found 1 work email signal at @schwab.com for Robert Rota at Charles Schwab.
Where is Robert Rota based?
Robert Rota is based in Plano, Texas, United States while working with Charles Schwab.
What companies has Robert Rota worked for?
Robert Rota has worked for Charles Schwab, Chaucer Global, Smith Anglin Financial, and Theta Chi Fraternity.
Who are Robert Rota's colleagues at Charles Schwab?
Robert Rota's colleagues at Charles Schwab include Adrian Ortegon, Sally King, Blake Barrick, Anton Javier, and Rajeswari Gundu.
How can I contact Robert Rota?
You can use AeroLeads to view verified contact signals for Robert Rota at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Robert Rota attend?
Robert Rota holds Master Of Business Administration - Mba from Naveen Jindal School Of Management, Ut Dallas.
What skills is Robert Rota known for?
Robert Rota is listed with skills including Leadership, Microsoft Office, Teamwork, Microsoft Word, and Microsoft Excel.
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