Robert Van Leer
Philadelphia,Pennsylvania
Summary
Experienced investment specialist with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.
Overview
8
8
years of professional experience
Work History
Financial Advisor / Investment Specialist
Kuttin Wealth Management
Plymouth Meeting, PA
05.2016 - Current
- As a member of the Kuttin Wealth Management Investment Committee, I assisted in developing, refining, and trading discretionary model portfolios to meet client objectives.
- Developed screening parameters for mutual funds, exchange traded funds and individual equities.
- Monitored asset allocation across five unique model portfolios to minimize risk exposures.
- Created written analysis for portfolio updates and attribution.
- Provided investment recommendations to advisors for high net worth client portfolios to meet client objectives.
- Communicated market developments, portfolio changes and annual performance information to clients and advisors.
Education
Bachelor of Arts - Economics
Gettysburg College
Gettysburg, PA05.2016
Skills
- Client Relations
- Investment Consulting and Planning
- Client Interfacing
- Analyzing Investment Opportunities
- Due Diligence
- Regulatory Compliance
- Portfolio Optimization
- Excel
- FactSet Experience
Timeline
Financial Advisor / Investment Specialist
Kuttin Wealth Management
05.2016 - Current
Bachelor of Arts - Economics
Gettysburg College