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Robert Tello Email & Phone Number

Head of North America Operational Due Diligence at Cambridge Associates
Location: Greater Boston, United States, United States 6 work roles 3 schools
1 work email found @cambridgeassociates.com 4 phones found area 954, 781, and 617 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email r****@cambridgeassociates.com
Direct phone (954) ***-****
LinkedIn Profile matched
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Current company
Cambridge Associates
Role
Head of North America Operational Due Diligence
Location
Greater Boston, United States, United States
Company size
1937 employees

Who is Robert Tello? Overview

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Quick answer

Robert Tello is listed as Head of North America Operational Due Diligence at Cambridge Associates, a company with 1937 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at cambridgeassociates.com, phone signal with area code 954, 781, 617, and a matched LinkedIn profile for Robert Tello.

Robert Tello previously worked as Senior Director, Business Risk Management / Operational Due Diligence at Cambridge Associates and Director, Business Risk Management/ Operational Due Diligence at Cambridge Associates. Robert Tello holds B.S., Business Administration from Norwich University.

Company email context

Email format at Cambridge Associates

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{first_initial}{last}@cambridgeassociates.com
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Profile bio

About Robert Tello

As a Senior Director of Business Risk Management and Operational Due Diligence at Cambridge Associates, I have many years of experience in leading and mentoring teams to conduct research and assess the operations of investment managers across various asset classes, including public equities, hedge funds, private credit, private equity, venture capital, real assets, and crypto.My mission is to provide institutional investors, such as pensions, endowments, foundations, and family offices, with the insights and guidance they need to make informed decisions about their investments and mitigate the operational risks associated with them. Some of my key achievements include building a comprehensive operational due diligence program from scratch, leading operational due diligence reviews, and performing risk-based analysis. I have also designed examination plans for onsite inspections of broker-dealer firms during my time as a regulatory examiner at FINRA. While at FINRA, I worked closely with the District Director on a high profile fraud case (Bayou Management). I am passionate about utilizing training and development from a leadership perspective, reaching best practices, driving operational success, and supporting skill growth to motivate teams.

Listed skills include Hedge Funds, Securities, Alternative Investments, Equities, and 1 others.

Current workplace

Robert Tello's current company

Company context helps verify the profile and gives searchers a useful next step.

Cambridge Associates
Cambridge Associates
Head of North America Operational Due Diligence
Boston, MA, US
Website
cambridgeassociates.com
Employees
1937
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Company profile
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6 roles

Robert Tello work experience

A career timeline built from the work history available for this profile.

Senior Director, Business Risk Management / Operational Due Diligence

Current
Cambridge Associates

Boston, MA, US

  • Lead and mentor multiple direct reports on developing their lens of risk management and operational due diligence in the financial services and asset management industry
  • Conduct research for institutionalized investors, including pensions, endowments, foundations, and family offices, using a robust research engine and operational due diligence platform, to assess the operations of.
  • Instrumental in building a robust operational due diligence program from the ground up, integrating all asset classes, including public equities, hedge funds, private equity, open and closed-ended mutual funds, UCITS.
  • Created a comprehensive questionnaire for investment managers targeting various risks of their operations, translating the responses into user-friendly deliverables, providing clients and their Board of Directors with.
  • Lead operational due diligence reviews and develop a risk-based analysis to qualify asset managers, supporting the development of a robust operational infrastructure with a compliant framework of processes and.
  • Interview C-suite and senior management to discuss all the key elements of their institutional operations, providing recommendations on process improvements
Jan 2016 - Present

Director, Business Risk Management/ Operational Due Diligence

Cambridge Associates

Boston, MA, US

Jan 2014 - Jan 2016

Senior Analyst, Business Risk Management/Operational Due Diligence

Cambridge Associates

Boston, MA, US

Jan 2010 - Jan 2014

Analyst, Business Risk Management/Operational Due Diligence

Cambridge Associates

Boston, MA, US

Jan 2007 - Jan 2010

District Liaison / Senior Compliance Examiner / Compliance Examiner

Finra - Financial Industry Regulatory Authority (Fka - National Association Of Securities Dealers)
  • Worked closely with the Director of FINRA to investigate high-profile engagements, including handling a significant fraud case related to a hedge fund manager (Bayou Management)
  • Actively engaged in regulatory training programs (including Series 7 exam) to maintain knowledge of FINRA/NASD rules, filing deadlines, and compliance resources, resulting in effectively resolving inquiries from member.
  • Investigated broker-dealer firms to ensure the financial, accounting, and compliance operations comply with federal regulations, FINRA and SEC rules, recalculated their net capital to align with FOCUS reports and.
  • Leveraged expertise of the SEC regulations, Securities Act of 1933, Securities Exchange Act of 1934, and Investment Advisers Act of 1940 to review the internal communications of broker-dealers, including emails.
  • Designed examination plans to identify and define business risks by assessing broker-dealer firms’ financial and operational conditions, sales practices, and trade surveillance, minimizing fraud, misappropriation of.
  • Built detailed case studies in collaboration with the Enforcement Unit by engaging in forensic investigations and analysis, interfacing with law enforcement agencies, and probing and chronicling information.
May 2004 - Jan 2007
Team & coworkers

Colleagues at Cambridge Associates

Other employees you can reach at cambridgeassociates.com. View company contacts for 1937 employees →

NW Nathan Welmaker, Msf Nathan Welmaker, Msf Colleague at Cambridge Associates Boston, Massachusetts, United States, United States View → SS Shakira Shakira Shakira Shakira Colleague at Cambridge Associates Mumbai, Maharashtra, India, India View → JM Jessica Metelus Jessica Metelus Colleague at Cambridge Associates Boston, Massachusetts, United States, United States View → DS Dominic Skeete Dominic Skeete Colleague at Cambridge Associates Arlington, Virginia, United States, United States View → HS Helen Sanders Helen Sanders Colleague at Cambridge Associates Detroit, Michigan, United States, United States View → LC Lily Clayton Lily Clayton Colleague at Cambridge Associates United Kingdom, United Kingdom View → FF Frank Fama Frank Fama Colleague at Cambridge Associates Boston, Massachusetts, United States, United States View → RJ Ryan J. Ryan J. Colleague at Cambridge Associates London, England, United Kingdom, United Kingdom View → KY Karuna Y. Karuna Y. Colleague at Cambridge Associates Worcester, Massachusetts, United States, United States View → EC Elizabeth Clauser Elizabeth Clauser Colleague at Cambridge Associates Boston, Massachusetts, United States, United States View →
3 education records

Robert Tello education

B.S., Business Administration

Norwich University

Education record

Austin Preparatory School

International Business

Brunel University Of London
FAQ

Frequently asked questions about Robert Tello

Quick answers generated from the profile data available on this page.

What company does Robert Tello work for?

Robert Tello works for Cambridge Associates.

What is Robert Tello's role at Cambridge Associates?

Robert Tello is listed as Head of North America Operational Due Diligence at Cambridge Associates.

What is Robert Tello's email address?

AeroLeads has found 1 work email signal at @cambridgeassociates.com for Robert Tello at Cambridge Associates.

What is Robert Tello's phone number?

AeroLeads has found 4 phone signal(s) with area code 954, 781, 617 for Robert Tello at Cambridge Associates.

Where is Robert Tello based?

Robert Tello is based in Greater Boston, United States, United States while working with Cambridge Associates.

What companies has Robert Tello worked for?

Robert Tello has worked for Cambridge Associates and Finra - Financial Industry Regulatory Authority (Fka - National Association Of Securities Dealers).

Who are Robert Tello's colleagues at Cambridge Associates?

Robert Tello's colleagues at Cambridge Associates include Nathan Welmaker, Msf, Shakira Shakira, Jessica Metelus, Dominic Skeete, and Helen Sanders.

How can I contact Robert Tello?

You can use AeroLeads to view verified contact signals for Robert Tello at Cambridge Associates, including work email, phone, and LinkedIn data when available.

What schools did Robert Tello attend?

Robert Tello holds B.S., Business Administration from Norwich University.

What skills is Robert Tello known for?

Robert Tello is listed with skills including Hedge Funds, Securities, Alternative Investments, Equities, and Mutual Funds.

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