Robert Cuadra

Institutional Sales and Relationship Manager

 

Contact

roberto.cuadra@pfmam.com

Education
B.S. in Finance & Economics
California State University, Los Angeles

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started in the Field: 2013

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Robert Cuadra serves as an Institutional Sales and Relationship Manager and is a member of the OCIO team. He works with institutional clients across Northern and Southern California, including corporate, Taft-Hartley, state and local government, and endowment and foundation plans.

He began his investment industry career in 2013, with a focus in institutional trust and custody, managing a broad range of client portfolios. Robert joined the firm in 2024 and is based in Los Angeles, California.

He earned a Bachelor of Science in Finance and Economics from California State University, Los Angeles.

 

Contact

roberto.cuadra@pfmam.com

Education
B.S. in Finance & Economics
California State University, Los Angeles

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started in the Field: 2013

Print/Save as PDF

Download Vcard