4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- 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 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)
News & Resources
Resources
Resources
4 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
10 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Announcements
11 months ago
Barron’s Honors 11 CAPTRUST Advisor Teams
We are pleased to announce 11 CAPTRUST advisor teams have...
