Robert F. Piccirilli

Robert F. Piccirilli, CAIA, CIMA®

Principal,
Financial Advisor

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Robert Piccirilli is an institutional retirement plan advisor based in Tampa, FL.

Robert joined CapTrust Advisors in Tampa in 2007. He became part of CAPTRUST in 2017, when CapTrust Advisors joined CAPTRUST. Robert is currently a principal and financial advisor responsible for providing investment advisory services to fiduciaries of retirement plans, foundations, and endowments, as well as comprehensive wealth management services to high-net-worth individuals and families. Robert has worked in the industry since 1997.

Education

Bachelor of Science degree in finance from the University of South Florida

Industry Designations

Chartered Alternative Investment Analyst
Certified Investment Management Analyst®

Awards & Recognition

Barron’s Top 50 Institutional Consultants | 2019 and 2020 (Team Schott)
NAPA Top DC Advisor Teams | 2019 (CAPTRUST Tampa)

Tampa, FL

400 North Tampa St #1800
Tampa, FL 33602

813.218.5000

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Video

CAPTRUST Religious Services

Led by Principal and Director Stephen Schott, our commitment to Catholic investment programs began more than three decades ago. In this video, Schott discusses our depth of experience and explains why we are so passionate about what we do. He is joined by financial advisors Heidi Spencer, Kyle Campbell, and Robert Piccirilli, who further detail our commitment to Catholic investment programs.

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