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    Rob D'Angelo, CFA

    Director | Wealth Advisor at Cresset Capital

    Rob D'Angelo, CFA is a Director and Wealth Advisor at Cresset Capital.1 He specializes in delivering tailored investment solutions to high-net-worth clients and keeping them informed throughout the investment process.1

    Professional Background

    Rob has extensive experience working with high-net-worth families. Before joining Cresset, he worked at Altrius Capital Management in North Carolina and prior to that, at Bernstein Global Wealth Management in New York.1 In these roles, he focused on advising clients on asset allocation, portfolio analytics, and developing customized financial plans.1

    Qualifications and Education

    • Chartered Financial Analyst (CFA) charterholder1
    • Bachelor of Science degree in Finance from Virginia Tech1

    Personal Life

    Rob resides just outside of West Palm Beach with his wife and four children.1 In his free time, he enjoys spending time with friends and family, cooking, and sports.1

    Important Note

    Rob has recently addressed an issue of identity misuse on social media. He emphasizes that he provides investment advice exclusively to Cresset clients and does not offer any form of investment advice through online platforms.1

    Related Questions

    What specific investment strategies does Rob D'Angelo specialize in?
    How long has Rob D'Angelo been with Cresset?
    What are some client testimonials for Rob D'Angelo?
    What is Rob D'Angelo's educational background?
    How does Rob D'Angelo approach asset allocation for his clients?
    Rob D'Angelo, CFA
    Rob D'Angelo, CFA, photo 1
    Rob D'Angelo, CFA, photo 2
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    Location

    West Palm Beach, Florida, United States
    Location