Robert ParkManaging Director Senior Wealth Advisor Wealth Management & Trust Southern California
Robert Park is a Senior Wealth Advisor in our Southern California region. He provides wealth advisory services to wealthy individuals and their families as well as select foundations and endowments. He is responsible for helping clients build, preserve, and direct their wealth through investment advisory services, trust, estate and philanthropic planning.
Prior to Boston Private Wealth, he served as Vice President of Beacon Pointe Advisors in Newport Beach, California. He worked with clients to align their investment portfolios with their goals and identify asset allocation and tax-efficient strategies to diversify risk and enhance return.
Robert earned a Master of Business Administration from the Yale School of Management with an emphasis in Asset Management. He graduated cum laude from the University of Central Arkansas with a Bachelor of Business Administration and minor in Spanish. He was also the quarterback of the university’s Division I Football team.