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Robert Shaughnessy Schwab

Capinsights Partners, LLC

Greenwich, CT

Chicago, IL

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Current Employers
Capinsights Partners, Llc

48 Maple Avenue, Ste 101, Greenwich, CT 06830 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-05-15
  • CT RA
    APPROVED
    Since 2026-05-15

Branch Locations

48 Maple Avenue, Ste 101, Greenwich, CT 06830 • United States

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Umb Distribution Services, Llc 235 W. Galena Street WI 10/2020 04/2021
Och-Ziff Capital Management New York NY 11/2013 06/2017
Anchor Bolt Capital, L.P. Chicago IL 06/2017 04/2020
Unemployed Chicago IL 04/2020 09/2020
Fts Us Inc New York NY 10/2020 05/2023
Old City Securities Llc New York NY 04/2021 Present
Blueprint Investment Partners Greensboro NC 06/2023 08/2023
Capinsights Partners Greenwich CT 07/2024 Present
  • 10/2020 → 04/2021
    Umb Distribution Services, Llc
    235 W. Galena Street, WI
  • 11/2013 → 06/2017
    Och-Ziff Capital Management
    New York, NY
  • 06/2017 → 04/2020
    Anchor Bolt Capital, L.P.
    Chicago, IL
  • 04/2020 → 09/2020
    Unemployed
    Chicago, IL
  • 10/2020 → 05/2023
    Fts Us Inc
    New York, NY
  • 04/2021 → Present
    Old City Securities Llc
    New York, NY
  • 06/2023 → 08/2023
    Blueprint Investment Partners
    Greensboro, NC
  • 07/2024 → Present
    Capinsights Partners
    Greenwich, CT
Previous Registrations
Other Businesses

Old City Securities LLC, Yes, 589 FIFTH AVENUE, PH, NEW YORK, NY 10017, Broker-Dealer, Registered Representative, 04/2021

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-29
S63 Uniform Securities Agent State Law Examination 2021-03-19
  • S65 Uniform Investment Adviser Law Examination
    2024-07-29
  • S63 Uniform Securities Agent State Law Examination
    2021-03-19
Other Names
  • Robert Shaughnessy Schwab
  • Robert S Schwab

View on SEC IAPD

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Other Offices

PARSIFAL CAPITAL MANAGEMENT, LP · GREENWICH, CT
MARCH ALTUS CAPITAL MANAGEMENT LP · GREENWICH, CT
BRX GLOBAL · GREENWICH, CT
MORGAN STANLEY · Greenwich, CT
MAIN STREET RESEARCH LLC · Greenwich, CT
ENDEAVOUR CAPITAL ADVISORS INC. · GREENWICH, CT
AXIOM ASSET ADVISORS, LLC · GREENWICH, CT
SEARLE & CO. · GREENWICH, CT

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