
Chadwick Roberson
President & Head of Investments
Pivotal Advisors
United States, New York, New York
About Me
With over 15 years of experience in the financial services industry, I am the Head of Investments and Trading at Pivotal Advisors, a boutique investment advisory firm that specializes in alternative assets and customized solutions for high-net-worth clients and institutions. In this role, I work closely with the firm’s CEO and CIO to set the firm’s investment strategy and oversee trading operations. I also lead the day-to-day operations of the firm, including investment manager research and evaluations, due diligence, performance attribution analysis, and investment recommendations across all asset sectors, such as U.S. and non-U.S. equity, private equity, private real assets, hedge funds, a
Profile Information
President & Head of Investments
Pivotal Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
May 15, 2024
Keylinks
More profiles to browse
Tiffany Mcghee
Founder, CEO & Chief Investment Officer
You Might Like
JB
Joy Bunzel
Client Services
Sierra Investment Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth