managing director chief investment officer at westshore wealth@ Westshore Wealth
Newport Coast, California, United States
Rob Sigler
GET FULL PROFILE 
Texas McCombs School of Business
Real-Time AI Research
FlashIntel GPT
Tell me more about Rob Sigler?
FlashIntel GPTRob Sigler is an experienced Chief Investment Officer with over 26 years of work experience in the financial services industry. He has a strong background in sales, trading, structured finance, hedge funds, and business development. Rob has held various leadership positions at reputable companies such as Westshore Wealth, UBS, Merrill Lynch, and Morgan Stanley. He is skilled in hedge funds, prime brokerage, investment banking, equity trading, and equity capital markets. Rob holds an MBA in Finance from The University of Texas at Austin and is currently based in Newport Beach, California.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Experienced Chief Investment Officer with a demonstrated history of working in the financial services industry. Skilled in Sales, Trading, Structured Finance, Hedge Funds, and Business Development. Strong finance professional with a Master of Business Administration (MBA) focused in Finance, from The University of Texas at Austin - The Red McCombs School of Business.
Work Experience
managing director chief investment officer at westshore wealth
Financial Services
Rob Sigler's Professional Milestones
- Managing Director (2006-03-01~2009-03-01): Developing and implementing strategic initiatives to drive company growth and achieve revenue targets.
- Executive Director (1997-05-01~2006-03-01): Transforming the organization through strategic planning and execution, driving significant innovation and impact.
Education
Finance,
General
1995-1997Skill
Hedge Funds
Prime Brokerage
Investment Banking
Equity Trading
Equity Capital Markets
Equities
Derivatives
Trading
Capital Markets
Equity Research
Bloomberg
Portfolio Management
Fixed Income
Series 7
Valuation
Financial Risk
Financial Modeling
Structured Products
Alternative Investments
Equity Derivatives
Series 24
Team Leadership
Strategic Planning
Sales
Business Development
Client Relations
Talent Developer
Talent Management
Certification
Colleagues
Amisha Chaudhary, MA
Senior Associate
Ryan Ornellas
director at westshore wealth
Lance Jamerson, CFP®
managing director of financial planning at westshore wealth
Trevor Bryant, CFA, CFP®
co-founder & managing director at westshore wealth
Ryan Brizendine
managing director at westshore wealth
Other Named Rob Sigler
Frequently asked questions
We found 2 Rob Sigler's email addresses
We found 1 Rob Sigler's phone numbers
Rob Sigler's social media include: Linkedin,
Rob Sigler works for Westshore Wealth
Rob Sigler's role in Westshore Wealth is managing director chief investment officer at westshore wealth
Rob Sigler works in the industry of Financial Services
Rob Sigler's colleagues are Amisha Chaudhary, MA,Ryan Ornellas,Lance Jamerson, CFP®
Rob Sigler's latest job experience is managing director chief investment officer at westshore wealth at Westshore Wealth
Rob Sigler's latest education in Texas McCombs School of Business
