Robert Woessner, CFA, CAIA, FRMDirector, Investment Strategy
How Robert Can Help You
As a member of the Research team, Robert collects information, performs research, and analyzes assets for potential inclusion in client portfolios. His primary responsibilities include assisting in portfolio asset allocation decisions and manager due diligence with an interest in macroeconomic indicators and statistical modeling to aid in achieving client goals.
What Makes Robert Knowledgeable
Robert Woessner joined Berman | Cresset in 2016 as an Investment Analyst. Before joining Berman | Cresset, he spent three and a half years on the Investment Team with Balentine LLC in Atlanta, focusing on investment recommendations for client portfolio’s and proprietary model creation and maintenance. Prior to his time at Balentine LLC, Robert spent three years as a Senior Accountant/Market Analyst at GenOn (formerly Mirant Energy) where he was responsible for reconciling derivative and power generation contracts with financial counterparties. Robert graduated from the University of Georgia with a Bachelor of Business Administration degree in Finance. He holds Master’s degrees from Georgia State University in Finance and from Georgia Institute of Technology, specializing in Statistics. Robert holds the Chartered Financial Analyst (CFA), the Chartered Alternative Investment Analyst (CAIA), the Financial Risk Management (FRM) and the Certificate in Quantitative Finance designation’s and is a member of the Atlanta Society of Financial Analysts and the Atlanta chapter of the CAIA Association.
Getting to Know Robert
Robert, his wife Susan and daughter live in Atlanta, Ga. Robert is a former Captain in the U.S. Marine Corps and received the Navy and Marine Corps Achievement medal during his deployment in Falluja, Iraq. He enjoys following Atlanta’s sports teams (no matter how bad they are), reading and experiencing different foods and cultures across the world.