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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
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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

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