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Robert Castaneda

Client Relationship Associate Atlanta Wealth Management

About Robert

Robert Castaneda is a client relationship associate with William Blair’s Private Wealth Management group. He has more than 15 years of experience in the financial services industry, including administrative, operational, and business development roles. Mr. Castaneda joined the firm from UBS Financial Services, where he spent nine years in its wealth management group. He previously worked in corporate services for E*Trade Financial and Smith Barney, which included working with corporate employee stock options, Rule 10b5-1 trading plans, and Rule 144 stock sales. Mr. Castaneda graduated from Georgia Southern University in 1998 with a Bachelor of Business Administration degree. He holds his Series 7 and 63 licenses. Mr. Castaneda resides in Powder Springs, Georgia, with his wife and daughter.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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