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Robert Lavi

Robert Lavi

Summer Intern

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  • Timeline

  • About me

    Vice President at PineBridge Investments

  • Education

    • North Shore Hebrew Academy High School

      2008 - 2011
      High School Diploma

      Activities and Societies: National Honor Society, National English Honor Society, New York State Science Honor Society, New York State Mathematics Honor Society, AP Scholar

    • New York University, Stern School of Business

      2011 - 2015
      Bachelor of Science (BS) Finance

  • Experience

    • Office of the NYC Comptroller (John C. Liu)

      Aug 2010 - Sept 2010
      Summer Intern

    • Arcadia Capital Management LLC

      Jun 2011 - Sept 2011
      Summer Analyst

      Micro & Small cap activist investment funds.

    • Protocol Capital Management

      May 2012 - Nov 2012
      Intern/Analyst

      Capital placement and consulting firm assisting Alternative Investment managers who have elected to outsource their asset raising efforts.

    • Eachwin Capital

      Mar 2013 - Aug 2013
      Intern/Analyst

      Construct a concentrated long-only portfolio of exceptionally well-run companies to generate excess risk-adjusted returns.

    • The Portland House Group Pty. Ltd.

      Jan 2014 - May 2014
      Intern/Analyst

      A privately held funds management firm with offices in Melbourne, London and New York, investing long/short in large cap equities in global developed markets along with a fund of funds portfolio.

    • J.P. Morgan

      Jun 2014 - Aug 2014
      Summer Analyst

    • The Portland House Group Pty. Ltd.

      Aug 2014 - May 2015
      Intern/Analyst

      A privately held funds management firm with offices in Melbourne, London and New York, investing long/short in large cap equities in global developed markets along with a fund of funds portfolio.

    • J.P. Morgan

      Jun 2015 - Sept 2017
      Leveraged Finance / Corporate Client Banking Analyst

      Leveraged Finance and Diversified Industries Coverage for clients with greater than $500 million in annual revenues.

    • PineBridge Investments

      Sept 2017 - now

      Private Credit and Structured Capital Private Credit and Structured Capital Private Credit and Structured Capital

      • Vice President

        Aug 2021 - now

      • Senior Associate

        Feb 2019 - Jul 2021

      • Associate

        Sept 2017 - Feb 2019

  • Licenses & Certifications

    • Investment Banking Representative Examination

      Financial Industry Regulatory Authority (FINRA)
      Aug 2015

    • Uniform Securities State Law Examination

      Financial Industry Regulatory Authority (FINRA)
      Aug 2015