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
Rir & Associates
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Founding MemberRir & Associates Apr 2017 - PresentNyc Metro Area
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Senior DirectorThird Seven Capital Apr 2022 - Jun 2023NycAt 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. -
Capital MarketsWaypoint Real Estate Investments Nov 2017 - Aug 2021Stamford, Connecticut, United StatesWaypoint 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. -
Managing Director,Business Development & Investor RelationsP&A Capital Advisors, Inc. Feb 2010 - Dec 2016NycResponsible 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. -
Co-Director Institutional RelationshipsAltegris Investments Jan 2009 - Nov 2009La Jolla, CaliforniaResponsible 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. -
Senior Vice President, Managing DirectorOppenheimerfunds - Tremont Group Holdings, Inc. Dec 1999 - Feb 2008Rye, New YorkInvestment 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. -
Principal, Chief Investment StrategistSummit Financial 1984 - 1999Parsippany, New Jersey -
Tax SupervisorDeloitte May 1978 - Apr 1984Began my career in public accounting on the Audit team, quickly transitioning to tax and financial services
Robert Rosenbaum Education Details
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Economics & Accounting -
Taxation
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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Robert Rosenbaum
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