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Roberto B
Series 63, Series 65
New York, NY
Wisdom Capital Asset Management, LLC
Roberto Bandelli is a financial advisor with Wisdom Capital Asset Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Lazard Frères & Co. LLC since 2006. Bandelli is also the sole partner of Wisdom LLC, a strategy consulting firm that is currently inactive. Wisdom Capital Asset Management is a boutique SEC-registered adviser that provides discretionary portfolio management to high-net-worth individuals, family offices, private funds, corporations, and other investment advisers. The firm focuses on long-term capital growth and income with reduced volatility, using a combination of fundamental, technical, and quantitative research across multiple asset classes.
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