Robert Chersi
Net worth: 3 M $ as of 2026-06-29
Net worth: 3 M $ as of 2026-06-29
Robert J.
Chersi is the founder of Chersi Services LLC, founded in 2014.
Current jobs include Executive Director-Global Governance & Reporting at Pace University since 2013, Lead Independent Director at Acadian Asset Management, Inc. since 2018, Executive Director-Center for Global Governance at Joseph I.
Lubin School of Business, Trustee at Thrivent Mutual Funds, Member at Investment Company Institute, and Member at National Association of Corporate Directors.
Former jobs include Chairman at Ubs Usa Foundation, Independent Director at E*TRADE Financial Corp.
from 2019 to 2020, Director at St. Mary's Hospital Foundation, Inc (Wisconsin), Director at UBS Bank USA, National Association, Director at Bon Secours New Jersey Health System, Inc., Director at E*TRADE Bank from 2019 to 2020, Lead Independent Director at Brightsphere Investment UK Ltd. from 2018 to 2019, Chief Financial Officer at UBS Financial Services, Inc. from 2004 to 2008, Chief Financial Officer-US Wealth Management at UBS AG from 1998 to 2008, Audit Manager-Financial Service Practice at KPMG LLP from 1983 to 1988, and Chief Financial Officer-Financial Services at Fidelity Investments, Inc. from 2008 to 2012.
Education includes an undergraduate degree from Pace University, conferred in 1983.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2026-06-11 | 40,670 ( 0.11% ) | 3 M $ | 2026-06-29 |
| Companies | Position | Start |
|---|---|---|
| ACADIAN ASSET MANAGEMENT INC. | Director/Board Member | 2016-02-29 |
Joseph I. Lubin School of Business
Joseph I. Lubin School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of mutual funds, exchange-traded funds, closed-end funds and unit investment trusts | Corporate Officer/Principal | - |
Thrivent Mutual Funds
Thrivent Mutual Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Director/Board Member | - |
National Association of Corporate Directors
National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services Operates non-profit organizations which provides essential resources that helps directors strength board leadership | Corporate Officer/Principal | - |
Pace University
Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | 2012-12-31 |
| Companies | Position | End |
|---|---|---|
| E*TRADE FINANCIAL, LLC | Director/Board Member | 2020-10-01 |
E*TRADE Bank
E*TRADE Bank Regional BanksFinance Provides banking services | Director/Board Member | 2020-10-01 |
Brightsphere Investment Uk Ltd.
Brightsphere Investment Uk Ltd. Investment ManagersFinance Provides investment advice and asset management services | Director/Board Member | 2019-07-17 |
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Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 18 |
|---|---|
Thrivent Mutual Funds
Thrivent Mutual Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
E*TRADE Financial Corp.
E*TRADE Financial Corp. Investment Banks/BrokersFinance Provides online stock brokerage and investing services | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
UBS AG
UBS AG Investment ManagersFinance Provides financial advice and wealth management services | Finance |
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of mutual funds, exchange-traded funds, closed-end funds and unit investment trusts | Commercial Services |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Commercial Services |
Bon Secours New Jersey Health System, Inc.
Bon Secours New Jersey Health System, Inc. Hospital/Nursing ManagementHealth Services Operates hospitals | Health Services |
E*TRADE Bank
E*TRADE Bank Regional BanksFinance Provides banking services | Finance |
Pace University
Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
National Association of Corporate Directors
National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services Operates non-profit organizations which provides essential resources that helps directors strength board leadership | Commercial Services |
St. Mary's Hospital Foundation, Inc (wisconsin)
St. Mary's Hospital Foundation, Inc (wisconsin) Hospital/Nursing ManagementHealth Services Provides hospital services | Health Services |
UBS Bank USA
UBS Bank USA Major BanksFinance Operates as a national commercial bank | Finance |
Joseph I. Lubin School of Business
Joseph I. Lubin School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brightsphere Investment Uk Ltd.
Brightsphere Investment Uk Ltd. Investment ManagersFinance Provides investment advice and asset management services | Finance |
Fidelity Investments, Inc.
Fidelity Investments, Inc. Financial ConglomeratesFinance Provides retail investment services | Finance |
Ubs Usa Foundation
Ubs Usa Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation | Miscellaneous |
BrightSphere Investment Group, Inc.
BrightSphere Investment Group, Inc. Investment ManagersFinance Provides asset management services | Finance |
Chersi Services LLC |
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