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Robert F. Piccirilli, CAIA®, CIMA®

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 is an institutional advisor who works out of the Tampa, FL location.

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, 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)
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