ROBERT F. PICCIRILLI
INVESTMENT CONSULTANT
robert.piccirilli@captrustadv.com

Robert’s primary focus is on creating investment strategies for affluent families and individual clients. With over ten years of industry experience, Robert has developed the necessary skills and experience to research and analyze data that is essential to investment performance.

Prior to joining CapTrust, Robert was a Private Investment Management (PIM) Portfolio Manager with the Tampa branch of Wachovia Securities for a period of seven years, and he was with UBS PaineWebber’s Private Client Group for three years. Building upon his experience as a PIM Portfolio Manager, Robert incorporates custom planning into the investment process.

Robert incorporates the use of simulations to appropriately define achievable goals and objectives for clients. He combines his experience with the knowledge and experience of CapTrust’s Investment Committee to recommend allocations to asset classes and investment managers. The complete process is designed to preserve and build the client’s wealth in a manner consistent with their goals and objectives.

Robert is a native of Florida. He graduated with a B.S. in Finance from the University of South Florida, and he holds several industry registrations and licenses.