Robert Rosenbaum

Robert Rosenbaum Email and Phone Number

Capital Markets @
Robert Rosenbaum's Location
New York City Metropolitan Area, United States
About Robert Rosenbaum

Adept at both developing and executing strategic sales, investor relations, investment analysis, and marketing plans for both investment, and wealth management organizations. Distinguished track record of building teams, raising significant assets from both institutions and financial intermediaries, and creating accompanying investor relations deliverables across several channels.Specialties: Hedge Funds, Multi-Family Housing, Asset Allocation, Wealth Management, Taxation, Accounting

Robert Rosenbaum's Current Company Details
RIR & Associates

Rir & Associates

Capital Markets
Robert Rosenbaum Work Experience Details
  • Rir & Associates
    Founding Member
    Rir & Associates Apr 2017 - Present
    Nyc Metro Area
  • Third Seven Capital
    Senior Director
    Third Seven Capital Apr 2022 - Jun 2023
    Nyc
    At Third Seven, our main focus is sourcing off market deal flow in our speciality fields, using our extensive network.Our speciality sectors are:- Healthcare- Technology- Real Estate- Special Situations (Agnostic)We also work with institutions to syndicate co-investment opportunities, giving investors access to institutional investments, outside of a typical fund structure.
  • Waypoint Real Estate Investments
    Capital Markets
    Waypoint Real Estate Investments Nov 2017 - Aug 2021
    Stamford, Connecticut, United States
    Waypoint Real Estate Investments is a vertically integrated real estate investment firm specializing in rental housing. Waypoint acquires and develops conventional multifamily, student housing and senior housing properties throughout the United States. The company’s office locations include Atlanta, Boca Raton, Chicago, Dallas, Denver and Stamford. Founded in 2011, Waypoint’s investment activity totals approximately $3.6 billion across more than 24,000 units.I am a Capital Markets professional with Waypoint Residential.
  • P&A Capital Advisors, Inc.
    Managing Director,Business Development & Investor Relations
    P&A Capital Advisors, Inc. Feb 2010 - Dec 2016
    Nyc
    Responsible for business development and investor relations for boutique hedge fund of funds manager ($260 million of assets under management and nine employees) with focus on leading team dedicated to raising capital and managing relationships centered on independent financial advisory channels (broker/dealers, RIA's & multi-family offices) and consultants to middle market pensions, endowments, & foundations.
  • Altegris Investments
    Co-Director Institutional Relationships
    Altegris Investments Jan 2009 - Nov 2009
    La Jolla, California
    Responsible for identifying, and establishing relationships with, RIAs, pensions, endowments, & foundations, and multi-family offices for provider of premier platform of alternative investments for sophisticated investors seeking portfolio diversification with historically low-correlated investments.
  • Oppenheimerfunds - Tremont Group Holdings, Inc.
    Senior Vice President, Managing Director
    Oppenheimerfunds - Tremont Group Holdings, Inc. Dec 1999 - Feb 2008
    Rye, New York
    Investment Advisor Group Initiated and built a proprietary fund of funds business (formerly on sub-advisory basis) for a global hedge fund of fund firm with $5 billion of assets under management and 125 employees. Raised the assets and built the team responsible for establishing relationships, raising capital, and building infrastructure for client relations, reporting, and advisor compensation. Recruited by CEO to build proprietary fund of funds business for distribution by financial institutions and consultants in North America, and achieved success.Raised ~$1 billion in net assets across several investment vehicles and channels, and created infrastructure to support all aspects of client relationship management.
  • Summit Financial
    Principal, Chief Investment Strategist
    Summit Financial 1984 - 1999
    Parsippany, New Jersey
  • Deloitte
    Tax Supervisor
    Deloitte May 1978 - Apr 1984
    Began my career in public accounting on the Audit team, quickly transitioning to tax and financial services

Robert Rosenbaum Education Details

Frequently Asked Questions about Robert Rosenbaum

What company does Robert Rosenbaum work for?

Robert Rosenbaum works for Rir & Associates

What is Robert Rosenbaum's role at the current company?

Robert Rosenbaum's current role is Capital Markets.

What schools did Robert Rosenbaum attend?

Robert Rosenbaum attended Rutgers University, Seton Hall University.

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