Robert E. Long, Jr., CPWA®, CWS®, is the Vice President of Private Wealth Management at Fidelity Investments, where they launched an ultra high net worth initiative in the Chicago region and focus on client acquisition and relationship management. Previously, they served as Vice President at J.P. Morgan Private Bank, providing comprehensive wealth management strategies to high net worth individuals and families. With extensive experience in business development and relationship management, Robert held senior roles at firms like Calamos Investments and CIBC Private Wealth US, overseeing market expansion and strategic planning. They are currently pursuing an Executive Education Program at The University of Chicago Booth School of Business and a certificate in the Fundamentals of Alternative Investments from CAIA, as well as holding a BA in Economics from the University of Illinois Urbana-Champaign.
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