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Robert J. Reilly

Chief Investment Officer & Senior Client Advisor at Sandy Cove Advisors LLC
Overview
Relationships
Paths
Education
Career History
Boards & Committees
Non-Profit Donations & Grants

Robert J. Reilly

Chief Investment Officer & Senior Client Advisor at Sandy Cove Advisors LLC

Overview

Notable Companies
Sandy Cove Advisors LLC

UBS Warburg LLC (US)

UBS Investment Bank (US)
Board Seats
1
Number of Relationships
This person is connected to 3,202 people.

Relationships See Details


Founder at Sandy Cove Advisors LLC

Chief Financial Officer at Sandy Cove Advisors LLC

President at Providence College

Chairman at Rhode Island Hospital

Member, Business Advisory Council at Providence College

Senior Vice President at JPMorgan Chase & Co.

Founder at ASA International Ltd.

Member, Business Advisory Council at Providence College

Member, Business Advisory Council at Providence College

Former Executive Vice President & Chief Financial Officer at The WhiteWave Foods Co.
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Educational Background

Graduate 
Providence College (also known as Providence or "PC") is a private, coeducational, Roman Catholic university located about two miles west of downtown Providence, Rhode Island, United States, the state's capital city. It is the only college or university in North America administered by the Dominican Friars.
 
The F.W. Olin Graduate School of Business at Babson College offers graduate programs in these departments and concentrations: accounting, economics, entrepreneurship, finance, general management, health care administration, marketing, management information systems, production/operations management, quantitative analysis/statistics and operations research, and technology.

Career History

Chief Investment Officer & Senior Client Advisor
2014 - Current
Sandy Cove Advisors primarily allocates their clients' assets to stocks, ETFs, mutual funds and bonds. Investments may also include warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities and US government securities. The firm develops strategic asset allocations for their clients based on each client's unique investment objectives and risk tolerance.
Executive Director
2009 - 2012
Founded in 1998, UBS Securities LLC, formerly UBS Warburg LLC (U.S.), is an investment bank and registered broker/dealer located New York City. The firm is also a registered futures commission merchant. They are a subsidiary of UBS Americas, Inc. and their ultimate parent is UBS AG (NYSE: UBS). UBS Securities is a member of the NYSE, NASD, SIPC and FINRA.UBS Securities is a primary dealer in U.S. Government securities and provides a full range of investment banking services including corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. They offer closed-end fund research, commodity research, credit research, economic research, emerging market research, equity research, fixed-income research, foreign exchange research, real estate research, technical research and thematic research.
Managing Director
2006 - 2008
Lehman Brothers, Inc. was a broker/dealer headquartered in New York City. They provided global equity and fixed research. The equity research department covered more than 100 sectors. They used a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman had also developed special products, such as 10 uncommon values and 10 uncommon eurovalues.
Managing Director
2005 - 2006
Piper Jaffray is a full-service investment bank and asset management firm focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management and securities research. Piper Jaffray traces its roots to 1895 when George Lane established George B. Lane, Commercial Paper and Collateral Loans & Co., a commercial paper brokerage, in Minneapolis. In 1913, Piper, Jaffray Co. was established as another commercial paper business by H.C. Piper Sr. and C.P. Jaffray. In 1917, George B. Lane & Co. merged with Piper, Jaffray & Co. to form Lane, Piper & Jaffray. The firm first obtained a seat on the New York Stock Exchange in 1931 with the acquisition of Hopwood & Company, which had been devastated by the stock market crash. In 1971, Piper first offered stock to the public and became a publicly held corporation known as Piper, Jaffray & Hopwood Incorporated. Later, in 1986, Piper's common stock began trading on the NASDAQ under the ticker symbol PIPR. In 1997, the firm was acquired by U.S. Bancorp, also based in Minneapolis, for $730 million in cash. From 1999 to 2003, the firm was known as U.S. Bancorp Piper Jaffray.
Vice President of Equity Capital Markets
1998 - 2005
A unit of Prudential Financial, Inc. (NYSE: PRU), Prudential Equity Group LLC is a broker/dealer headquartered in New York City with additional offices in Chicago, Kansas City, Missouri, Menlo Park, California and San Francisco. The firm provides indpendent equity research, sales and trading to domestic and international institutional clients
Executive Director, Institutional Sales & Trading
Prior
UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Boards & Committees

Non-Profit Boards ▾
Member, Business Advisory Council
Current
Providence College (also known as Providence or "PC") is a private, coeducational, Roman Catholic university located about two miles west of downtown Providence, Rhode Island, United States, the state's capital city. It is the only college or university in North America administered by the Dominican Friars.

Non-Profit Donations & Grants

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$2,500 - $4,999
2013
Providence College (also known as Providence or "PC") is a private, coeducational, Roman Catholic university located about two miles west of downtown Providence, Rhode Island, United States, the state's capital city. It is the only college or university in North America administered by the Dominican Friars.
$5,000 - $10K
2012
Providence College (also known as Providence or "PC") is a private, coeducational, Roman Catholic university located about two miles west of downtown Providence, Rhode Island, United States, the state's capital city. It is the only college or university in North America administered by the Dominican Friars.
$1 - $249
2012
Providence College (also known as Providence or "PC") is a private, coeducational, Roman Catholic university located about two miles west of downtown Providence, Rhode Island, United States, the state's capital city. It is the only college or university in North America administered by the Dominican Friars.
$10K - $25K
2011
Providence College (also known as Providence or "PC") is a private, coeducational, Roman Catholic university located about two miles west of downtown Providence, Rhode Island, United States, the state's capital city. It is the only college or university in North America administered by the Dominican Friars.
$2,500 - $4,999
2009
Providence College (also known as Providence or "PC") is a private, coeducational, Roman Catholic university located about two miles west of downtown Providence, Rhode Island, United States, the state's capital city. It is the only college or university in North America administered by the Dominican Friars.

Other Affiliations

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