2020 Investment Advisor Forum

This is the industry’s premier portfolio management conference. This 2-day event is the gathering place for 600+ advisors. Learn advanced portfolio management techniques from industry heavy weights, political experts and practitioners.

Robert Waldele, Founder and Managing Director

Waldele Group

Robert Waldele is a 38 year career-long Merrill advisor, and a Managing Director and founder of the Waldele Group, a Merrill Lynch Wealth Management team headquartered in New York City. Mr. Waldele and his team develop lifelong relationships with client families, helping them advance their unique financial goals through the thoughtful integration of strategy, implementation and service. He applies the knowledge and insight he has gained from nearly forty years of direct experience navigating the complexities that substantial wealth can pose. In addition to advising senior executives, entrepreneurs and multi-generational families, Mr. Waldele leads the team’s strategic vision, oversees its investment strategies and cultivates a distinctive culture resolutely focused on the well-being of client families. He graduated Lafayette College in 1979 with a degree in history and began his career with Merrill Lynch as an institutional bond liaison. Barron’s has recognized Mr. Waldele as one of a Top 100 Financial Advisors from 2011–2017. Forbes named Mr. Waldele to its list of the Top 250 Wealth Advisors in America in 2016 and 2017.
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