Vestmark

Vestmark Names Rob Battista, CFA SVP, Vestmark Advisory Solutions

Rob will lead the charge in delivering on expanded service offerings such as direct indexing, tax management and other client-driven customization.

WAKEFIELD, Mass. – April 6, 2022 – We are pleased to announce that Vestmark has named Rob Battista as the company’s new Senior Vice President of Vestmark Advisory Solutions. In this role, Rob will be responsible for expanding and executing on all of the discretionary trading and investment advisory services offered under Vestmark’s RIA. He will report to Agnes Hong, Vestmark’s Chief Investment Officer.

“As we expand on Vestmark’s advisory services offering, Rob will provide leadership and innovation overseeing the team responsible for delivering on these services, as well as continuing to provide the high level of support for which we have been recognized, to our wealth management and asset management clients,” said Ms. Hong. “Rob is deeply committed to helping our clients, wealth management firms, and advisors differentiate themselves with solutions which express their clients’ unique needs and preferences. We are thrilled to welcome him to the team.”

Prior to joining Vestmark, Rob was Head of Advisory Solutions at Janney Montgomery Scott, responsible for all aspects of the firm’s advisory business including platform, research, sales and trading. While at Janney, Rob developed and managed the strategic roadmap for a rapidly growing platform that recently exceeded $70BN in advisory AUM. Prior to that, he served as Director of Wealth Management Research at Janney, providing advisors with high conviction investment product recommendations, while managing portfolios that provided clients with turn-key access to analysis and product selection. Previously, he was a Senior Product Analyst at Franklin Square Capital Partners, where he served as product expert for all portfolio related products. He started his career at such firms as Morgan Stanley, Lockwood Advisors and Citi Private Bank in various portfolio and investment analyst roles.

Rob has a Master of Finance degree from Penn State University and a bachelor’s degree in Business Administration from Elon University. He is also a CFA Charterholder, with both a Series 7 and Series 66 license.

Congratulations Rob and welcome to Vestmark!

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