Cullen Roberts, CEPA®, CIMA® is Head of Ultra High Net Worth Consulting for BlackRock. UHNW Consulting supports America's wealth managers in their largest and most complex needs through BlackRock's platform of subject matter experts and technology. Key specialties include practice management, exit planning, estate strategy, tax management, and portfolio construction.
Mr. Roberts and UHNW Consulting are tasked with understanding the competitive landscape, emerging planning techniques, and the advisory trends surrounding affluent families. Common consultations involve business sales and other liquidity events, IPOs, executive compensation, concentrated portfolios, accessing institutional alternatives, building an UHNW practice, and generational wealth transfer.
Prior to his current role, he spent 22 years at BlackRock, most recently as Director of Advisor Engagement within the firm's US Wealth Advisory Business. Mr. Roberts joined BlackRock 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.
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