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Rob Battista — EVP, Advisory Solutions · Vestmark · Greater Philadelphia.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Rob Battista is Executive Vice President of Advisory Solutions at Vestmark. He leads the investment products, portfolio management, trading and operations provided through the firm’s registered investment adviser. Battista joined Vestmark in 2022 after leading advisory solutions at Janney Montgomery Scott, where he oversaw its advisory platform, research, sales and trading. His earlier experience includes portfolio and investment-analysis positions at Morgan Stanley, Lockwood Advisors, Citi Private Bank and FS Investments. He holds a Master of Finance from Penn State University and a BS in Business Administration from Elon University, and is a CFA charterholder.
Experience
EVP, Advisory SolutionsCurrent
Vestmark · Wakefield, Massachusetts, United States