Rob Bartenstein
Chief Executive Officer at Kestra Private Wealth Services LLC
Network origin in Rob Bartenstein first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Kestra Private Wealth Services LLC
 Kestra Private Wealth Services LLC Investment ManagersFinance Kestra Private Wealth Services LLC (Kestra PWS) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by John Simmons as Washington Wealth Management LLC and they are a subsidiary of Kestra Financial, Inc. Kestra PWS provides investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, insurance companies, corporations and other business organizations.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Rob Bartenstein via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Private Asset Management, Inc.
 Private Asset Management, Inc. Investment ManagersFinance Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Investment Managers | Portfolio Manager-Equities | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 4 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Operational
| Portfolio Manager-Equities | 2 |
| Undergraduate Degree | 1 |
| Corporate Officer/Principal | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Dillon Hakes | 4 |
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