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Robert S. Barmen
Senior Vice President - Investments
Senior PIM Portfolio Manager
Robert has had the privilege of being able to work at several large institutions such as PNC Bank, Prudential Securities, UBS, and Morgan Stanley. In 2003 Robert went independent where he launched the first of three firms which he grew, managed and exited. Each of these focused on wealth management, asset allocation, alternative investments and Private Equity. His collective experience gives him a unique understanding by having navigated successfully the very circumstances his clients endeavor to overcome.
Robert works for families with exceptional requirements to help them manage their personal wealth through continuous and disciplined diligence and monitoring. His ability to leverage the strong relationships he has forged with institutional money managers and industry thought leaders gives his clients not only a unique perspective but also a high standard of care.
Robert currently resides in Pittsburgh with his wife Carrie and their four boys Will, Tommy, Charlie and Henry. Robert previously served on the board for The Pittsburgh Ballet, Palliative and Support Care of Nantucket, the Leukemia and Lymphoma Society and St. Edmund's Academy.
CA Insurance License # 4335440. Resident State: PA