Robert SantamariaRobert Santamaria
Relationship Manager

Contact Me

Robert is a Relationship Manager in the Beacon Pointe Boston office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients and develop strong, long-lasting relationships. Prior to joining Beacon Pointe, Robert worked for Commonwealth Financial Network, where he specialized in IRA and retirement plan distributions. Robert earned his bachelor’s degree from Brandeis University with majors in History, Economics, and Russian Studies. Outside of the office, Robert follows geopolitics with a focus on centering current events with historical context.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...