2 years ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
- With CAPTRUST Since 2017
- 813.218.5029
-
400 North Tampa St #1800
Tampa, FL 33602
Robert F. Piccirilli, CAIA®, CIMA®
Principal,
Financial Advisor
- West Palm Beach, FL
- Business Adventures | Saving Private Ryan
- Benjamin Franklin, Winston Churchill, and George S. Patton
- It is amazing what you can accomplish if you do not care who gets the credit.
Financial Advisors
Robert Piccirilli is an institutional retirement plan advisor based in Tampa, FL.
Robert joined CapTrust Advisors in Tampa in 2007. He became part of CAPTRUST in 2017, when CapTrust Advisors joined CAPTRUST. Robert is currently a principal and financial advisor responsible for providing investment advisory services to fiduciaries of retirement plans, foundations, and endowments, as well as comprehensive wealth management services to high-net-worth individuals and families. Robert has worked in the industry since 1997.
Education
- Bachelor of Science degree in finance from the University of South Florida
Industry Designations
- Certified Investment Management Analyst®
- Chartered Alternative Investment Analyst (CAIA®)
Awards & Recognition
- Barron’s Top 50 Institutional Consultants | 2019 and 2020 (Team Schott)
- NAPA Top DC Advisor Teams | 2019 (CAPTRUST Tampa)
News & Resources
Retirement Plans
Announcements
2 years ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Retirement Plans
2 years ago
Barron’s Honors 17 CAPTRUST Institutional Advisor Teams
For this ranking, Barron’s recognizes the nation’s top teams specializing...
Retirement Plans
3 years ago
26 CAPTRUST Teams Listed on NAPA’s Top DC Advisors
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
