Robert Castaneda

Client Relationship Associate
+1 470 351 6924
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Robert Castaneda is a client relationship associate in William Blair's Private Wealth Management group where he helps the team serve high-net-worth individuals and their families. 

He has more than 15 years of experience in the financial services industry, including administrative, operational, and business development roles. Prior to William Blair, he was with UBS Financial Services, where he spent the last nine years in its wealth management group. Before that, he worked in corporate services for E*Trade Financial and Smith Barney, including working with corporate employee stock options, Rule 10b5-1 trading plans, and Rule 144 stock sales.

Robert graduated from Georgia Southern University in 1998 with a Bachelor of Business Administration degree. He holds his Series 7 and 63 licenses. He resides in Powder Springs, Georgia, with his wife and daughter.

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