Rob Santos
CEO at Arrowroot Family Office | Santa Monica, California, United States
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Rob Santos, a seasoned financial professional with over 20 years of experience, currently serves as the CEO and founder of Arrowroot Family Office, LLC. Under his leadership, the firm has emerged as a premier boutique wealth management provider, dedicated to delivering tailored investment and family office services to a diverse clientele, ranging from high-net-worth individuals to entrepreneurs and institutional investors. Rob's expertise spans a wide array of financial domains, including hedge funds, alternative investments, private equity, and fixed income, allowing him to craft bespoke strategies that align with each client's unique financial goals.
At Arrowroot Family Office, Rob has spearheaded several key projects aimed at enhancing the client experience through innovative technology solutions. By leveraging a cutting-edge technology suite, he has transformed traditional wealth management practices into a more holistic approach that prioritizes transparency, efficiency, and personalized service. This commitment to integrating technology with wealth management not only streamlines operations but also empowers clients with real-time insights into their investments and financial health.
Rob's deep understanding of capital markets and financial analysis, combined with his entrepreneurial spirit, has positioned Arrowroot Family Office as a leader in the family office sector. He believes in the transformative power of strategic partnerships, which has enabled the firm to expand its service offerings and provide clients with access to exclusive investment opportunities. As the financial landscape continues to evolve, Rob remains dedicated to ensuring that Arrowroot Family Office adapts and thrives, delivering exceptional value and guidance to clients navigating the complexities of wealth management.
Board Member at Uhiwai O Haleakalā in March 2023 to Present
Managing Director at Arrowroot Advisors in July 2013 to Present
CEO at Arrowroot Family Office in August 2013 to Present
Director at Salem Partners Wealth Management in July 2011 to August 2013
Associate at J.P. Morgan in March 2008 to July 2011
Senior Analyst at Bear Stearns & Co. in June 2002 to February 2008
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Palos Verdes Peninsula High School
UCLA, Bachelor of Arts
Palos Verdes Peninsula
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Hedge Funds
Alternative Investments
Equities
Private Equity
Fixed Income
Capital Markets
Financial Modeling
Bloomberg
Start-ups
Entrepreneurship
Valuation
Financial Analysis
Asset Management
Investments
Wealth Management
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Discover more about Arrowroot Family OfficeWhat is Rob Santos email address?
Email Rob Santos at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Rob Santos's email found in 2025.
What is Rob Santos phone number?
Rob Santos phone number is +1.3107804445 and 310-341-4774.
How to contact Rob Santos?
To contact Rob Santos send an email to [email protected], [email protected], [email protected] or [email protected]. If you want to call Rob Santos try calling on +1.3107804445 and 310-341-4774. (updated on January 18, 2024)
What company does Rob Santos work for?
Rob Santos works for Arrowroot Family Office
What is Rob Santos's role at Arrowroot Family Office?
Rob Santos is CEO
What industry does Rob Santos work in?
Rob Santos works in the Financial Services industry.
Rob Santos Email Addresses
Rob Santos Phone Numbers
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