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Robert B
CFA®, Series 65
Menlo Park, CA
Lemniscate Partners Advisory LLC
Robert Beck is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He is currently with Lemniscate Partners Advisory LLC, where he has worked since 2026. His prior experience includes roles at ICONIQ Capital, Adero Partners, Private Management Group, Inc., Bryant Stibel, and Pepperdine University. Lemniscate Partners Advisory LLC is a newly established registered investment adviser that serves high-net-worth individuals, trusts, estates, and business entities. The firm focuses on clients such as fund partners, entrepreneurs, and technology employees with professional concentration exposures, offering personalized investment management alongside financial planning and access to independent third-party advisers.
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