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Wrong Robert Alimena?

Robert S. Alimena

Personal Banker

JP Morgan Chase

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

JP Morgan Chase

Background Information

Employment History

Client Advisory Team | Private Client

Gerstein , Fisher & Associates , Inc.


Senior Financial Planner

R. A. HALL & CO. LLC


Affiliations

Beaumont Financial Partners LLC

Financial Advisor


Financial Planning Association

Member


USAA

Wealth Manager


Education

BA

economics

State University of New York at Geneseo


Bachelor's degree

Economics

SUNY Geneseo


MBA

Rochester Institute of Technology


Web References(3 Total References)


Select Team Member Stories - Gerstein Fisher

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.


Beaumont Financial Partners — Relationship Managers

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.


Fidelity Program - Beaumont Capital Management

Bob Alimena, CFP®, MBA
P: (631) 875-4362 E: ralimena@bfpartners.com 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.


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