433 West Street
Suite 7
Amherst, MA 01002
Robert L. Stern, Founder
Chartered Financial Consultant®
Certified Advisor for Senior Living
rstern@rlsternfinancial.com
Nicholas E. Stern, Managing Partner
CERTIFIED FINANCIAL PLANNER™ Professional:
nstern@rlsternfinancial.com
Analyst, Investment Management and Research
Research Associate, Investment Management and Research
Research Analyst, Equity
Research Analyst, Equity
Earned a BS in management, with an emphasis in finance, from Worcester Polytechnic Institute and is currently a Level II Chartered Financial Analyst® (CFA®) candidate
Research Analyst, Fixed Income
Senior Investment Research Analyst, Fixed Income
Senior Research Analyst, Real Assets
Senior Research Analyst, Equity
Senior Research Analyst, Real Assets
Senior Research Analyst, Alternatives
Senior Research Analyst, Equity
Portfolio Manager, Investment Management and Research
Portfolio Manager, Investment Management and Research
Portfolio Manager, Investment Management and Research
Manager, Investment Management and Research
Director, Equity Research
Vice President, Alternative Investments
Vice President, Investment Management and Research
Managing Principal and Chief Investment Officer
Senior Vice President, Investment Management and Research
