Rob Bernstein

Rob Bernstein Email and Phone Number

Head of Institutional @ Tortoise Capital
Okatie, SC, US
Rob Bernstein's Location
Boston, Massachusetts, United States, United States
About Rob Bernstein

Experienced leader in asset management business development, skilled in team leadership, capital raising, strategic planning, and driving revenue growth. Specialize in private and public markets strategies tailored for institutional investors, consultants, and financial advisors.

Rob Bernstein's Current Company Details
Tortoise Capital

Tortoise Capital

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Head of Institutional
Okatie, SC, US
Employees:
54
Rob Bernstein Work Experience Details
  • Tortoise Capital
    Head Of Institutional
    Tortoise Capital
    Okatie, Sc, Us
  • Bennelong Funds Management
    Head Of Us Sales And Business Development
    Bennelong Funds Management Apr 2021 - Present
    Melbourne, Victoria, Au
    Managing US business with a focus on capital raising and investor relations. Key accomplishments include a fivefold increase in revenues and the establishment of key relationships with institutional investors, consultants, and financial advisors. Responsible for crafting US business strategy, building teams, and diversifying the client base for both public and private markets investment strategies.
  • Windham Capital Management
    Managing Partner, Head Of Sales And Business Development
    Windham Capital Management 2012 - 2021
    Boston, Ma, Us
    Developed and executed capital-raising and client relationship strategies tailored to institutional investors and financial advisors, driving a thirteen-fold increase in firm revenues. Key achievements include establishing relationships with major institutional investors and consultants, successfully launching and expanding the financial advisor business, and growing the client base into Australia and the UK. Additionally, led the development of the global business strategy, built high-performing teams, and diversified the client base with a growth-oriented mindset.
  • Bnp Paribas
    Managing Director, Head Of Us Sales And Business Development
    Bnp Paribas Jan 2009 - Feb 2012
    Paris, Fr
    As the Head of Sales for the United States, led the US Distribution team while maintaining direct institutional sales responsibilities, operating in a player-coach capacity. Managed a team of professionals based in New York, Boston, and Chicago. Took charge of assembling a growth-oriented, high-performing, capital raising and investor relations team, and was responsible for drafting and executing the US business development strategy. Oversaw capital raising, investor relations, and consultant relations for institutional investors and financial advisors, resulting in significant revenue growth and diversification.
  • Angelo Gordon
    Managing Director, Head Of Sales And Business Development
    Angelo Gordon 2001 - 2009
    New York, Ny, Us
    Started as an individual contributor in direct institutional sales and was promoted to Head of Sales and Business Development, where direct responsibility was held for expanding the institutional investor client base and securing buy ratings at several global institutional consulting firms. While maintaining direct institutional sales responsibilities, established the Private Wealth Management business, securing shelf space at numerous wirehouses and RIAs. Additionally, directly responsible for building the wholesaler team and managing home office relationships, including platform research. The successful execution of the growth-oriented distribution strategy resulted in a seven-fold increase in firm revenues.

Rob Bernstein Education Details

  • The College Of Wooster
    The College Of Wooster

Frequently Asked Questions about Rob Bernstein

What company does Rob Bernstein work for?

Rob Bernstein works for Tortoise Capital

What is Rob Bernstein's role at the current company?

Rob Bernstein's current role is Head of Institutional.

What schools did Rob Bernstein attend?

Rob Bernstein attended The College Of Wooster.

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