Robert Rosenberg, CFA in

Robert Rosenberg, CFA

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Partner & Chief Opertating Officer at Heptagon Capital
📍 London, England, United Kingdom

Robert is the Partner, COO, and CFO at Heptagon Capital, with a career in finance dating back to 1989. His expertise spans asset management and investment banking at both large global institutions and boutique hedge funds. He holds a CFA charter along with an MBA, BS in Finance, and BA in Economics from Rutgers University.

He was a founding partner of a European hedge fund and serves as a board member for his firms various international corporate and investment fund entities.

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Experience
31 Years
Current Role
Partner & Chief Opertating Officer
Job Level
Leadership
Location
London, England, United Kingdom
Personality Overview

How Robert shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Robert cares about

FinTech & Operations
As COO, he has spoken about selecting and implementing core technology platforms for portfolio management, reporting, and data integration to drive efficiency and scalability.
Asset Management
He is an experienced executive in the asset management industry and has participated as a panelist at industry conferences to discuss challenges and opportunities.
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Career

Work history

2-2009
Partner & Chief Opertating Officer
Heptagon Capital
11-2007 - 1-2009
Partner & Chief Opertating Officer
Lancaster Investment Management
2004 - 2007
Global Head Prime Services & Synthetic Equity Middle Office
Deutsche Bank
2000 - 2004
Head of Equity Derivatives & Convertible Securities Product Control
Lehman Brothers
1999 - 2000
Vice President - Investment Strategy & Product Group
Merrill Lynch
In the press

Media appearances

Robert Rosenberg, Heptagon Capital LLP: Profile and Biography. Featured in Bloomberg
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Education
1985 - 1989
MBA
Rutgers University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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