Roberto Roffo

Roberto Roffo is an experienced wealth management professional with a diverse background in fixed income strategies, portfolio management, and asset management. Currently serving as a Wealth Management Advisor at Merrill Lynch since September 2024 and concurrently as Managing Director, Portfolio Manager, and Trader at SWBC since December 2020, Roberto has significantly contributed to the growth of assets under management through innovative investment strategies. Previous roles include Managing Director at R&C Investment Advisors and HJ Sims, where Roberto successfully structured new investment funds and achieved top-performing results for high yield municipal bond funds. With a history of leading teams, increasing assets, and pioneering fixed income divisions at firms such as SMC Fixed Income Management and Claymore Advisors, Roberto Roffo holds a BA in Economics and English from UMass Boston.