ROBASCIOTTI & ASSOCIATES , INC. is an SEC-registered investment adviser (CRD 151411). Regulatory assets under management: $320.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Julianne Zimmerman | CO-CEO | Boston, MA |
| Rachel Joyce Robasciotti | CO-CEO, PRESIDENT (CORPORATE) | — |
| Maya Jean Philipson | COO, SECRETARY (CORPORATE), CHIEF COMPLIANCE OFFICER; SECRETARY (CORPORATE), CHIEF COMPLIANCE OFFICER | — |
| ROBASCIOTTI RACHEL JOYCE | CO-CEO, PRESIDENT (CORPORATE); PRINCIPAL, PRESIDENT (CORPORATE) | — |
| PHILIPSON MAYA JEAN | COO, SECRETARY (CORPORATE), CHIEF COMPLIANCE OFFICER; PRINCIPAL AND SECRETARY (CORPORATE); PRINCIPAL AND SECRETARY (CORPORATE), CHIEF COMPLIANCE OFFICER | — |
| Holmes Cassandra Smoot | CHIEF COMPLIANCE OFFICER | — |
| ZIMMERMAN JULIANNE | CO-CEO | — |
| Jessica Akamine | CHIEF OPERATIONS OFFICER | — |
| Roberto Kashaleatha Thornton | CO-CHIEF EXECUTIVE OFFICER | — |
| Danielle Michelle Burns | CHIEF GROWTH OFFICER | — |