Rob Woessner
Analyst-Equity at Berman Capital Advisors LLC
Rob Woessner active positions
| Companies | Position | Start | End |
|---|---|---|---|
Berman Capital Advisors LLC
 Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families. | Analyst-Equity | 01/01/2016 | - |
Career history of Rob Woessner
Former positions of Rob Woessner
| Companies | Position | Start | End |
|---|---|---|---|
| United States Marine Corps | Corporate Officer/Principal | 31/05/2008 | 31/05/2008 |
| GenOn Energy Management LLC | Corporate Officer/Principal | - | - |
Balentine LLC
 Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Analyst-Equity | 01/07/2011 | - |
Training of Rob Woessner
| University of Georgia | Graduate Degree |
Statistics
International
| United States | 6 |
Operational
| Analyst-Equity | 2 |
| Corporate Officer/Principal | 2 |
| Graduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
| Government | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Balentine LLC
Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Finance |
| United States Marine Corps | Government |
| GenOn Energy Management LLC | |
Berman Capital Advisors LLC
Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families. | Finance |
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