AeroLeads people directory · profile
Robert Schetty, Cfp® Email & Phone Number
Partner
at
Castfirm
1 work email found
@raymondjames.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Robert Schetty, Cfp®? Overview
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Quick answer
Robert Schetty, Cfp® is listed as Partner at Castfirm, a company with 2 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Robert Schetty, Cfp®.
Robert Schetty, Cfp® previously worked as Investment Portfolio Associate at Raymond James and Client Associate at J.P. Morgan. Robert Schetty, Cfp® holds Bachelor'S, Industrial And Labor Relations from Cornell University.
Company email context
Email format at Castfirm
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*@raymondjames.com
68% confidence
AeroLeads found 1 current-domain work email signal for Robert Schetty, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Robert Schetty, Cfp®
Robert Schetty is an Investment Portfolio Associate with the Personalized Investment Strategies Group of Raymond James. Robert is responsible for gathering information and analysis for the team’s technical trading strategies. He also aids clients in navigating key facets of their finances, encompassing portfolio administration, the transfer of wealth through generations, and the intricacies of employee compensation.Robert graduated from Cornell University with a B.S. in Industrial and Labor Relations and a Minor in Business.
Listed skills include Microsoft Excel, Public Speaking, and Bloomberg Terminal.
Current workplace
Robert Schetty, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Castfirm
3 roles
Robert Schetty, Cfp® work experience
A career timeline built from the work history available for this profile.
Investment Portfolio Associate
CurrentRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are.
Mar 2022 - Present
Client Associate
Jul 2021 - Mar 2022
3 education records
Robert Schetty, Cfp® education
Bachelor'S, Industrial And Labor Relations
Cornell University
Education record
Chaminade High School
Education record
Singapore Management University
FAQ
Frequently asked questions about Robert Schetty, Cfp®
Quick answers generated from the profile data available on this page.
What company does Robert Schetty, Cfp® work for?
Robert Schetty, Cfp® works for Castfirm.
What is Robert Schetty, Cfp®'s role at Castfirm?
Robert Schetty, Cfp® is listed as Partner at Castfirm.
What is Robert Schetty, Cfp®'s email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Robert Schetty, Cfp® at Castfirm.
Where is Robert Schetty, Cfp® based?
Robert Schetty, Cfp® is based in New York City Metropolitan Area, United States, United States while working with Castfirm.
What companies has Robert Schetty, Cfp® worked for?
Robert Schetty, Cfp® has worked for Castfirm, Raymond James, and J.P. Morgan.
How can I contact Robert Schetty, Cfp®?
You can use AeroLeads to view verified contact signals for Robert Schetty, Cfp® at Castfirm, including work email, phone, and LinkedIn data when available.
What schools did Robert Schetty, Cfp® attend?
Robert Schetty, Cfp® holds Bachelor'S, Industrial And Labor Relations from Cornell University.
What skills is Robert Schetty, Cfp® known for?
Robert Schetty, Cfp® is listed with skills including Microsoft Excel, Public Speaking, and Bloomberg Terminal.
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