Robert Beck

Robert Beck, CFA, is a seasoned finance professional currently serving as Vice President at ICONIQ since 2022, where the focus is on advising select families and organizations on investment opportunities and strategies. Previously, Robert held the position of Wealth Advisor at Adero Partners, LLC from 2021 to 2022, providing independent financial advice as a fiduciary. Prior experience includes working as a Portfolio Manager and Analyst for a private registered investment advisor, and internships at the Bryant Stibel Fund and Harvey & Company LLC, where Robert gained expertise in distressed debt research and M&A advisory. Robert holds an MBA in Finance from Pepperdine Graziadio Business School and a B.S. in Business Administration from Pepperdine University.