Robert Amoruso

Founder and CEO at Gideon Strategic Partners

Speaker

Robert Amoruso is the Founder and CEO of Gideon Strategic Partners, a boutique investment advisory firm based in Santa Monica.

Robert provides high net worth clients with proprietary access to both registered and non- registered investments, with a unique focus on tax-efficient alternatives. He has deep expertise in all facets of personal and corporate financial planning. Robert's clients include family offices, business owners and executives.

Robert founded Gideon Strategic Partners in 2012, while at AXA in New York City. His vision has always been to reenergize the wealth management industry and to provide customized financial planning and impeccable client service by leveraging financial technology. Gideon SP was founded on the highest of ethical and moral principles. In 2016, Gideon SP became an independent firm and joined M Financial Group's global network of Member Firms.

Robert's career in financial services began in 2007 at Van Eck Global. He joined AXA in 2008 as a Financial Consultant and was later promoted to Regional Vice President where he helped build and lead the largest and top producing team in the country. Robert won several awards for production and management including Circle of Excellence, Summit, Hallmark I, and the Management and Development Award, and he was inducted into the Sterling Group and Elite Producer Group. He is a qualifying member of the Million Dollar Round Table based on his production and has been since his first year in the business.

Robert graduated summa cum laude from Johnson and Wales University with majors in Finance and Entrepreneurship and has received the Retirement Planning Specialist Certificate from the University of Pennsylvania's Wharton School of Executive Education. Robert has completed the Alternative Investments Certification at the Harvard School of Business, covering Private Equity, Private Debt, Secondaries, Real Estate and Venture Capital investments.

Robert maintains the FINRA Series 7, 24, 63, and 65 securities licenses: as well as Life, Accident, and Health Insurance licenses. In addition, Robert holds the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute (EPI). Robert grew up in the Berkshires, is always reading, and has always loved music. Outside of the office, he actively supports people, causes, and charities he believes in. Other interests include travel, exercise, and spending time with his friends and family