Rob Battista

Rob Battista is SVP and Managing Director of Vestmark Advisory Solutions, responsible for expanding and executing on all of the investment advisory services offered under Vestmark’s RIA.

Prior to joining Vestmark, Rob was Head of Advisory Solutions at Janney Montgomery Scott, responsible for all aspects of the firm’s advisory business including platform, research, sales and trading. While at Janney, Rob developed and managed the strategic roadmap for a rapidly growing platform that exceeded $70BN in advisory AUM. Prior to that, he served as Director of Wealth Management Research at Janney, providing advisors with high conviction investment product recommendations, while managing portfolios that provided clients with turn-key access to analysis and product selection. Previously, he was a Senior Product Analyst at Franklin Square Capital Partners, where he served as product expert for all portfolio related products. He started his career at such firms as Morgan Stanley, Lockwood Advisors and Citi Private Bank in various portfolio and investment analyst roles.

Rob has a Master of Finance degree from Penn State University and a bachelor’s degree in Business Administration from Elon University. He is also a CFA® Charterholder, with both Series 7 and Series 66 licenses.