Robert D. Amoruso, Chief Executive Officer, CEPA
Robert Amoruso is the Founder and CEO of Gideon Strategic Partners, a boutique investment advisory firm based in Santa Monica.
Robert founded Gideon in 2012 while at AXA, and the firm became independent four years later. Over the years, Robert has led Gideon in defining and implementing its long-term strategic vision, and under his leadership, Gideon has grown into a firm that oversees more than $650 million in client assets.
Robert’s mission has always been to bring new energy into the wealth management industry while leveraging technology to provide Gideon’s client’s customized financial planning and impeccable service.
As an advisor to family offices, entrepreneurs and executives, Robert also provides 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 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, a role in which he helped build and lead the AXA’s largest and top producing U.S. team. 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 was a qualifying member of the Million Dollar Round Table.
Robert graduated summa cum laude from Johnson & Wales University in Providence, R.I., with majors in finance and entrepreneurship. He received the Retirement Planning Specialist Certificate from the University of Pennsylvania's Wharton School of Executive Education and 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 designation from the Exit Planning Institute.
Robert grew up in western Massachusetts. Outside of the office, he enjoys reading and music and supports people, causes, and charities he believes in. Other interests include travel, exercise, and spending time with his friends and family.
Speaking Engagements
Private Placement Insurance & Variable Annuities Forum September 2020 More info →
PwC and M Financial, The Future of the Family Enterprise
November 2019
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Private Placement Insurance & Variable Annuities Forum June 2019
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Pepper Hamilton Investment Management and Private Funds Forum
October 2018
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Private Placement Insurance & Annuity Forum
June 2018
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