Last Update

2016-08-24T00:00:00.000Z

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Robert S. Alimena

HQ Phone: (585) 325-6880

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Manning & Napier Advisors , Inc.

290 Woodcliff Drive

Fairport, New York 14450

United States

Company Description

Manning & Napier provides a broad range of investment solutions as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer equity, fixed income and alternative strategies, as well as a range of blended ... more

Find other employees at this company (510)

Background Information

Employment History

Client Advisory Team | Private Client

Gerstein , Fisher & Associates , Inc.

Wealth Manager

USAA

Senior Financial Planner

R. A. HALL & CO. LLC

Affiliations

Member
Beaumont Financial Partners LLC

Member
Financial Planning Association

Education

BA

economics

State University of New York at Geneseo

MBA

Rochester Institute of Technology

Web References (2 Total References)


Beaumont Financial Partners — Relationship Managers

www.bfpartners.com [cached]

Robert S. Alimena, CFP®- Relationship Manager

Bob's responsibilities include client relationship management, retirement planning, tax and estate planning. Bob also serves as a member of the Beaumont Investment Committee and currently works out of New York.
For over a decade Bob has been working with individuals and families to identify and acheive their financial planning and investment goals. Bob's experience includes working as a Wealth Manager with both Manning & Napier and USAA and, prior to rejoining Beaumont, working with NYC based investment firm Gerstein Fisher. He earned his Bachelor's degree in Economics from SUNY Geneseo and MBA from Rochester Institute of Technology. Bob is a Certified Financial Planner™ and a member of the Financial Planning Association.


Select Team Member Stories - Gerstein Fisher

gersteinfisher.com [cached]

Bob Alimena, CFP® - Private Client

Bob works closely with Gerstein Fisher Private Clients to identify their financial planning and investment objectives and, in conjunction with other areas of the firm, to develop integrated solutions to meet them. Prior to joining Gerstein Fisher, Bob worked as a wealth manager for Beaumont Financial Partners in Wellesley, Massachusetts. Before Beaumont, he worked for USAA, also as a wealth manager, and spent four years at Manning & Napier Advisors, a wealth management firm outside of Rochester, New York. He began his career in financial services as a personal banker at JP Morgan Chase. Bob holds a BA in economics from the State University of New York at Geneseo and an MBA from the Rochester Institute of Technology.

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