Robert Park is a Business Development Officer in our Boston office. His primary responsibility is introducing clients to Boston Private’s suite of services. He works with clients to understand their goals and assists in developing customized solutions that include investment management, wealth advisory and trust services.
Prior to joining Boston Private Wealth, Robert was Vice President of Client Services for Beacon Pointe Advisors in Newport Beach, California. He worked with institutions and private clients to design and implement comprehensive financial plans and investment portfolios. Robert began his career at Fidelity Investments and held various investment advisory roles.
Robert 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. Rob is currently pursuing an MBA from the Yale School of Management with an emphasis in Asset Management.
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