Robert Morelli

Robert Morelli, CFA, currently serves as an Equity Research Associate at Needham & Company since January 2023. Prior experience includes roles as an Associate Investments Manager, Investment Analyst, and Capital Markets Associate at CrowdStreet from October 2019 to January 2023. Between February 2019 and October 2019, Robert held the position of New Business Consultant at Principal Financial Group. Previously, Robert worked as a UK Client Service Associate at Fisher Investments from July 2018 to February 2019. Robert Morelli completed education at the University of Virginia from 2014 to 2018.