Cantor Fitzgerald Wealth Partners has named industry veteran Bob Serhus as its chief investment officer.
Serhus will focus on delivering Cantor Fitzgerald's investment offering to Cantor Fitzgerald Wealth Partners' private clients and be responsible for monitoring investment portfolios, directing investment policies and leading a team responsible for market research, manager selection and portfolio management strategies.
"Cantor Fitzgerald Wealth Partners is committed to quickly expanding its presence in the wealth management marketplace, and to achieve that, we are bringing in the most experienced, talented and respected individuals and teams. Bob exemplifies all of these qualities, and we expect that he will help accelerate our growth, expand our investment management capabilities and strengthen our existing client relationships," says Stan Gregor, CEO of Cantor Fitzgerald Wealth Partners. "Our goal is to deliver a top-tier experience to clients by providing a highly tailored offering of services, to help advisors and their clients reach their unique financial objectives."
Most recently, Serhus served as founder and chief investment officer of Serhus Capital Management, where he provided customised client solutions through analysis, risk management and thorough due diligence.
Before that, he served as director of research and head portfolio manager at Attalus Capital, and chief investment officer of alternatives at Julius Baer.
In addition, he also held senior positions at Alpha Investment Management and at J.P. Morgan, where he began his investment career in risk management.
"Cantor Fitzgerald is well-known for its client-centric culture and track record of service, which provides advisors with a launching pad for further growth. We're committed to delivering institutional-level investment management to clients and I am excited to be a part of a team that shares a common investment approach and goal of providing exceptional service," says Serhus.
