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Robert Panetti, Cfa®, Cepa® Email & Phone Number
Managing Director and Private Wealth Advisor
at
Rockefeller Capital Management
1 work email found
@rockco.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director and Private Wealth Advisor
Location
Newport Beach, California, United States
Who is Robert Panetti, Cfa®, Cepa®? Overview
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Quick answer
Robert Panetti, Cfa®, Cepa® is listed as Managing Director and Private Wealth Advisor at Rockefeller Capital Management, based in Newport Beach, California, United States. AeroLeads shows a work email signal at rockco.com and a matched LinkedIn profile for Robert Panetti, Cfa®, Cepa®.
Robert Panetti, Cfa®, Cepa® previously worked as Managing Director / Private Wealth Advisor at Rockefeller Capital Management and Managing Director / West Coast Team Lead / Portfolio Manager at Blackrock. Robert Panetti, Cfa®, Cepa® holds Chartered Financial Analyst, Cfa Designation Awarded In 2003 from Cfa Institute.
Company email context
Email format at Rockefeller Capital Management
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*@rockco.com
68% confidence
AeroLeads found 1 current-domain work email signal for Robert Panetti, Cfa®, Cepa®. Compare company email patterns before reaching out.
Profile bio
About Robert Panetti, Cfa®, Cepa®
Investment generalist with broad experience ranging from wealth management to security analysis to merger and acquisition analysis. CFA Charterholder and past President of the CFA Society of Orange County.Specialties: Portfolio Management, Investment Analysis, Client Relations
Listed skills include Asset Allocation, Investments, Portfolio Management, Securities, and 16 others.
Current workplace
Robert Panetti, Cfa®, Cepa®'s current company
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6 roles
Robert Panetti, Cfa®, Cepa® work experience
A career timeline built from the work history available for this profile.
Managing Director / Private Wealth Advisor
CurrentHelping Families, Businesses, and Non-Profits Manage Purposeful Wealth
Sep 2021 - Present
Managing Director / West Coast Team Lead / Portfolio Manager
Managing Director / West Coast Team Lead / Portfolio Manager
May 2008 - Sep 2021
Chief Investment Officer
As Chief Investment Officer, the role involved working with the investment resource group of supervising broker-dealer to develop investment portfolios for advisors and their clients. In addition, the role involved educating advisors on investments, client relationship concepts and practice management concepts. Finally, the role involved oversight of the.
May 2007 - Apr 2008
Senior Portfolio Manager
Capital Reserve Advisors, Inc.
The firm provides institutional quality investment management services to high net worth individuals, estates and trusts. As a Senior Portfolio Manager, the job required deployment of capital to individual securities and third party managers within an asset allocation framework.
Jul 1992 - May 2007
Associate
R.S. Panetti & Company
Worked as an associate providing Merger and Acquisition advisory services while attending U.C. Irvine.
Jul 1991 - May 1992
3 education records
Robert Panetti, Cfa®, Cepa® education
Chartered Financial Analyst, Cfa Designation Awarded In 2003
Cfa Institute
Cepa
Exit Planning Institute
Bachelors, Economics
Uc Irvine
FAQ
Frequently asked questions about Robert Panetti, Cfa®, Cepa®
Quick answers generated from the profile data available on this page.
What company does Robert Panetti, Cfa®, Cepa® work for?
Robert Panetti, Cfa®, Cepa® works for Rockefeller Capital Management.
What is Robert Panetti, Cfa®, Cepa®'s role at Rockefeller Capital Management?
Robert Panetti, Cfa®, Cepa® is listed as Managing Director and Private Wealth Advisor at Rockefeller Capital Management.
What is Robert Panetti, Cfa®, Cepa®'s email address?
AeroLeads has found 1 work email signal at @rockco.com for Robert Panetti, Cfa®, Cepa® at Rockefeller Capital Management.
Where is Robert Panetti, Cfa®, Cepa® based?
Robert Panetti, Cfa®, Cepa® is based in Newport Beach, California, United States while working with Rockefeller Capital Management.
What companies has Robert Panetti, Cfa®, Cepa® worked for?
Robert Panetti, Cfa®, Cepa® has worked for Rockefeller Capital Management, Blackrock, Tax & Financial Group, Capital Reserve Advisors, Inc., and R.S. Panetti & Company.
How can I contact Robert Panetti, Cfa®, Cepa®?
You can use AeroLeads to view verified contact signals for Robert Panetti, Cfa®, Cepa® at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Robert Panetti, Cfa®, Cepa® attend?
Robert Panetti, Cfa®, Cepa® holds Chartered Financial Analyst, Cfa Designation Awarded In 2003 from Cfa Institute.
What skills is Robert Panetti, Cfa®, Cepa® known for?
Robert Panetti, Cfa®, Cepa® is listed with skills including Asset Allocation, Investments, Portfolio Management, Securities, Wealth Management, Equities, Mutual Funds, and Alternative Investments.
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