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Matt Robertson's
email & phone

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Current Position:

President & Partner at Callan Family Office

Experience:

33 years

Location:

Palm Beach, Florida

How to contact Matt Robertson

Last updated:2024-09-09
email*********@gmail.com
phone+1-***-***-8542
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Analytics

According to LinkedIn Matt Robertson started working on 1992, then the employee has changed 5 companies and 6 jobs. On average, Matt Robertson works for one company for 4 years 8 months. Matt Robertson has been working as a President & Partner for Callan Family Office for 1219 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

President & Partner at Callan Family Office

May 2022 - Current

Regional Managing Director at Wells Fargo Private Bank

Apr 2012 - Apr 2022

Regional Managing Director, Wells Fargo Family Wealth at Wells Fargo

Jul 2009 - Apr 2012

Sr. Managing Director, Head of Investment Management, Calibre at Wells Fargo, formerly Wachovia Wealth Management, Calibre

Apr 2000 - Jun 2009

Senior Vice President at Wachovia Private Financial Advisors

Sep 1996 - Mar 2000

Investment Portfolio Manager at SunTrust

Jan 1994 - Jan 1996

Business Development Officer at SunTrust

Jan 1992 - Jan 1994

Education

Master's degree at Louisiana State University

Bachelor of Applied Science (B.A.Sc.) at Nicholls State University

Graduate of National Trust School

Frequently Asked Questions

How long has Matt Robertson been working as a President & Partner?

Matt Robertson's total experience in various companies as a President & Partner 3 years 4 months.

What is Matt Robertson's minimum period of employment in the companies?

Matt Robertson's minimum period of employment in various companies is 2 years.

What is Matt Robertson's average duration of employment for different companies?

On average, Matt Robertson works for one company for 4 years 11 months

What industries has Matt Robertson worked in?

Matt Robertson worked in the Financial Services.

What positions has Matt Robertson held before?

Previously, Matt Robertson worked as a Regional Managing Director, and Regional Managing Director, Wells Fargo Family Wealth, and Sr. Managing Director, Head of Investment Management, Calibre, and Senior Vice President, and Investment Portfolio Manager.

How do I contact Matt Robertson?

Matt Robertson's email address is *********@gmail.com, phone number is +1-***-***-8542. Sign up to get contact details.

Who are Matt Robertson's peers at other companies?

Matt Robertson's peers at other companies are lynn duncan and Justin Wilson and Francine Klein
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