Robert Montoya

Institutional Sales and Relationship Manager

 

Contact

633 W. 5th Street
Suite 2560
Los Angeles, CA 90071

robert.montoya@pfmam.com
262.725.1090 cell

Education
B.A. in International Relations Political Science and B.A in Economic Philosophy
The University of Arizona

MBA
The University of Arizona Global Campus School of Business

Professional Designations or Licenses
FINRA Series 7 and 66 Licenses

Started in the Field: 2020

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Robert Montoya serves as an Institutional Sales and Relationship Manager, supporting institutional clients across Southern California. His responsibilities include communicating market conditions, reviewing portfolio performance, and providing analysis related to cash protection, liquidity, and investment selection.

He began his investment industry career in 2020 and joined the firm in 2024. Robert is based in Los Angeles, California. He holds a Master of Business Administration and dual bachelor's degrees in International Relations and Political Science, and Economic Philosophy, all from The University of Arizona.
 

Contact

633 W. 5th Street
Suite 2560
Los Angeles, CA 90071

robert.montoya@pfmam.com
262.725.1090 cell

Education
B.A. in International Relations Political Science and B.A in Economic Philosophy
The University of Arizona

MBA
The University of Arizona Global Campus School of Business

Professional Designations or Licenses
FINRA Series 7 and 66 Licenses

Started in the Field: 2020

Print/Save as PDF

Download Vcard