Cullen Roberts, CEPA®, CIMA®
Director, Advisor Engagement
Cullen Roberts, CEPA®, CIMA® is Director of Advisor Engagement for BlackRock's US Wealth Advisory Business (USWA). USWA delivers BlackRock's full suite of resources including portfolio design research, investment process guidance, financial advisor technology, and practice management consulting.
Mr. Roberts and Advisor Engagement are tasked with uncovering industry trends and client challenges while working to ensure BlackRock's lineup of resources and internal processes evolve to meet the ever-changing needs of wealth managers nationwide. He specializes in helping advisors attract and retain high net worth clients.
Prior to his current role, he spent 18 years at BlackRock as an advisor consultant and the Market Leader for Tennessee & Kentucky. Mr. Roberts joined the firm in 2004 after receiving degrees in both Communications and Economics from the University of Delaware. Cullen is a member of the Investments & Wealth Institute and the Exit Planning Institute.
Follow Cullen on LinkedIn
