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 a relationship manager, working as a primary point of contact for Southern California institutional clients. His responsibilities include communicating market conditions, reviewing portfolio performance, and providing analyses on cash protection, liquidity, and investment selection within current economic environments.

He has a background in business development and political experience as he holds an MBA and earned a double major in International Relations and Economic Philosophy all from the University of Arizona.

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