Robert Lawrence Schein

Robert Lawrence Schein

Portfolio Manager-Aktien bei HighTower Advisors LLC

Consumer Services
Health Services
Finance

Profil

Mr. Robert L.
Schein is a Managing Director & Partner at HighTower Advisors LLC.
He leads the asset allocation, design and implementation of an investment portfolio review process.
He specializes in developing and supporting investment strategies for high-net-worth individuals and families with complex estate, as well as philanthropic and retirement planning needs.
He has more than 25 years of experience as a financial professional, he demonstrates a strong commitment to his clients and community.
Mr. Schein was employed as a President by Xavier College Preparatory.
He also served on the board at Family YMCA of the Desert and St. Jude Children's Research Hospital, Inc. He also specializes in the leadership of a community and forum where independent women can acquire the confidence to be leaders in their financial lives.
As founder of The Society of the F.E.W., he has vowed to empower women with education, support, and community.
Recognized for his leadership in this area, he has been featured in various publications, such as, the Wall Street Journal, CNBC.com, Forbes, Yahoo! Finance, On Wall Street, Investment News, The Desert Sun and Palm Springs Life.
Mr. Schein is a national speaker on the topic of financial education for women, and recently was asked to speak at Desert Women’s Show and P.E.O.
International.
He was honored as a top financial advisor by Reuters Advice Point Top Advisor in 2008.
That same year, he co-authored a book, Bridging the Value Gap.
In 2014, he received the same recognition from OnWallStreet.
Mr. Schein graduated from the University of Arizona with a double major in Finance and Marketing.
In 2007, he earned his Investment Consultant designation from the Wharton School of Business.
He is an Accredited Investment Fiduciary (AIF), and holds the Series 7, 63, and 65 licenses.

Aktive Positionen von Robert Lawrence Schein

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.06.2011
Alle aktiven Positionen von Robert Lawrence Schein

Ehemalige bekannte Positionen von Robert Lawrence Schein

UnternehmenPositionEnde
Xavier College Preparatory Corporate Officer/Principal -
Corporate Officer/Principal -
Family YMCA of the Desert Corporate Officer/Principal -
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Ausbildung von Robert Lawrence Schein

University of Arizona Undergraduate Degree

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Beziehungen

100 +

Beziehungen ersten Grades

5

Unternehmen ersten Grades

Herr

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Unternehmensverbindungen

Private Unternehmen4

Health Services

Finance

Family YMCA of the Desert

Xavier College Preparatory

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