Robert Iannarone, CFA

Robert Iannarone, CFA, is a seasoned financial professional with a robust background in investment banking and equity research. He holds a BBA in Finance & Investments from Baruch College, which has provided him with a solid foundation in the field.

Throughout his career, Robert has held key roles in prestigious organizations, showcasing his expertise and leadership abilities. Notably, he served as Director of Investment Banking at Cross River and Co-founder & Director at Thatch Partners, demonstrating his entrepreneurial spirit and strategic acumen.

His experience includes significant tenures at SVB Financial Group, where he held roles such as Director of SVB Tech Investment Banking at SVB Securities. Additionally, Robert excelled at RBC Capital Markets, advancing from roles like Vice President of Global Investment Banking to Assistant Vice President of Equity Research. This journey highlights his versatile skill set and ability to navigate different aspects of the financial industry.

Prior to his time at RBC Capital Markets, Robert Iannarone worked at respected institutions like UBS as a Director of Equity Sales Specialist and at Jefferies & Company as an Associate. These experiences further enriched his knowledge and expertise in the financial services sector.

Having achieved the Chartered Financial Analyst (CFA) designation, Robert Iannarone is equipped with the necessary tools to analyze investment opportunities effectively and make informed decisions for his clients and organizations.

Robert's career trajectory showcases a commitment to excellence and continuous growth within the financial domain. His extensive experience, combined with his educational background and professional certifications, positions him as a reputable figure in the industry.