Roberto Stevens is a Senior Manager at Edge Partners, where they specialize in Partnerships, Strategy, and Corporate Development within the financial services industry. With a focus on supporting the growth of independent wealth management businesses, Roberto leads projects that foster the development of Registered Investment Advisors (RIAs) through custom business solutions. Previously, Roberto held roles as a Senior Associate and Associate, where they managed strategic initiatives and collaborated closely with partners to deliver successful outcomes. Currently pursuing a Bachelor’s Degree at Fordham Gabelli School of Business, Roberto continues to enhance their expertise in driving partner growth.
This person is not in the org chart
This person is not in any teams
This person is not in any offices