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This profile was last updated on 12/28/15  and contains information from public web pages and contributions from the ZoomInfo community.

Robert S. Alimena

Wrong Robert S. Alimena?

Relationship Manager

Phone: (781) ***-****  
Email: r***@***.com
Local Address:  Massachusetts , United States
Beaumont Financial Partners LLC
250 First Avenue
Needham , Massachusetts 02494
United States

Company Description: Beaumont Financial Partners was founded in 1981. Our name mirrors the fundamental tenet of our business philosophy: we treat the people who do business with us as...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • MBA
    Rochester Institute of Technology
  • BA , economics
    State University of New York at Geneseo
Web References
Beaumont Financial Partners — Relationship Managers
www.bfpartners.com, 28 Dec 2015 [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, 7 Feb 2015 [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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