Robert Pearlstein

Robert Pearlstein has over a decade of work experience in various roles within the financial services industry. Robert'smost recent position is as the Head of Mergers and Acquisitions at DOXA Insurance Holdings, a position they have held since November 2021. Prior to that, Robert worked as a Vice President in the Investment Banking Group at Piper Sandler from March 2018 to March 2021. Robert also served as a Vice President in the M&A department at Guy Carpenter from January 2014 to March 2018.

Before their roles in investment banking, Robert gained experience in investment performance and risk analysis at GE Asset Management, where they worked as an Investment Performance and Risk Analyst from April 2012 to January 2014. Prior to that, they worked as an FP&A Financial Analyst/Interim Manager from May 2010 to April 2012. Robert began their career as a Financial Services Auditor at Ernst & Young LLP from May 2009 to May 2010.

Robert Pearlstein completed their Bachelor's degree in Finance and Accounting from Marist College between the years 2005 and 2009. Later, they pursued a Master's degree in Accountancy from the University of Virginia from 2009 to 2010. Additionally, Robert has obtained certifications in Series 62, Series 63, and Series 79 from FINRA.