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Cameo Roberson

Portfolio Administrator

Cameo works within our Client Service Team managing operational transactions and activities for our private and institutional clients. She assists with investment portfolio reviews, cashiering requests, interfaces with custodians, coordinates account documentation and asset transfers, and provides ongoing account maintenance for clients.

Prior to joining the firm, Cameo was an Estate Planning and Trust Administration Legal Assistant at Thoits Law where she was responsible for estate plan documentation management, real property transfers, trust funding procedures and overall client service. She also spent a combined ten years between two Registered Investment Advisory firms (Changing Parameters and Brownson, Rehmus & Foxworth) serving high net worth families in a variety of roles including: client service, new accounts and maintenance, operations management, and coordination of private alternative investment documentation requests and capital call transfers.

Cameo is a Bay Area native and lives in Union City.

Education
  • BS in International Business, California State University at Long Beach.
  • Project Management Program at the University of California, Berkeley.
Highlights
  • Series 65 license holder
  • Notary Public
  • Member of the Financial Planning Association of Silicon Valley (FPA).
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