RH

Robert Held

Assistant Controller at Portfolio Advisors

Robert Held is an experienced finance professional currently serving as Assistant Controller at Portfolio Advisors, LLC since October 2021. Prior to this role, Robert was an Assistant Fund Manager at alterDomus from May 2019 to October 2021. Robert started a career at EY as a Financial Services Auditor from July 2015 to December 2018 and gained initial experience as an Accounting/Finance Intern at AptarGroup, Inc. during the summer of 2014, where analysis of variances was performed. Earlier experience includes an internship in the Operations Department at Barnum Financial Group from June 2011 to July 2013, contributing to application processing and support for new financial representatives. Robert holds a Bachelor's Degree in Accounting from the University of Connecticut, where studies occurred from 2013 to 2014, and attended Southern Connecticut State University from 2010 to 2012.

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