Robert Panetti

Robert Panetti, CFA®, CEPA®, currently serves as Managing Director and Private Wealth Advisor at Rockefeller Capital Management, focusing on assisting families, businesses, and non-profits in managing purposeful wealth since September 2021. Prior to this role, Robert held key positions at BlackRock as Managing Director, West Coast Team Lead, and Portfolio Manager from May 2008 to September 2021. Robert's career includes serving as Chief Investment Officer at Tax & Financial Group, where responsibilities included portfolio development and advisor education, and as Senior Portfolio Manager at Capital Reserve Advisors, Inc., specializing in investment management for high net worth individuals. Robert began his career as an Associate at R.S. Panetti & Company, providing M&A advisory services while pursuing a Bachelor’s degree in Economics from UC Irvine. Robert also holds the Chartered Financial Analyst designation and a Certified Exit Planning Advisor designation.