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About
Robert M. Belmont III is the Chief Investment Officer and Executive Vice President at Coastline Trust Company, based in Providence, Rhode Island. In this role, he oversees all investment management activities, including portfolio strategy, risk management, and client investment solutions for individuals and institutional clients. His leadership is central to setting strategic direction for the firm's multi-asset class investment portfolios.
Belmont's career spans nearly two decades in senior investment roles, including Senior Vice President and Portfolio Manager at U.S. Trust from 2006 to 2021, and as a Financial Analyst II at Fidelity Investments. His expertise covers a broad range of asset classes, with a focus on equities, fixed income, and alternative investments, guiding clients through complex market cycles and delivering tailored investment strategies.
He holds advanced degrees from Boston College's Wallace E. Carroll Graduate School of Management and the Carroll School of Management, as well as Stonehill College. Belmont is recognized for his contributions to investment management and has built a reputation for stewardship, risk-adjusted performance, and developing innovative portfolio solutions for private wealth and institutional sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coastline Trust Company | Chief Investment Officer | Sep 2021 to Present | I am the Chief Investment Officer for Coastline Trust Company. In this role, I am responsible for determining the investment view for the organization, developing and managing investment strategy, sol... |
| U.S. Trust | Senior Vice President; Portfolio Manager | Jun 2006 to Sep 2021 | I work within the Private Bank at Bank of America. I manage over $750 million in investment management and trust assets for high net worth clients and assist Portfolio Managers creating and educating ... |
| Fidelity Investments | Financial Analyst II | Jan 2005 to Apr 2006 | Collected data from many different sources to publish daily, weekly, and monthly reports for Fidelity’s Active Trader segment. These reports were instrumental in upper management’s daily decisions. An... |
| Fidelity Investments | Investment Representative | Dec 2003 to Jan 2005 | Used Fidelity online tools to facilitate investment conversations, which introduced complex subjects such as asset allocation, diversification, and risk tolerances. In my final campaign, I was number ... |
Education
Boston College - Wallace E. Carroll Graduate School of Management
2007 — 2010
Boston College Carroll School of Management
2006 — 2009
Stonehill College
1999 — 2003
Skills & Expertise
Others at Coastline Trust Co. (2)
| Name | Role | Location |
|---|---|---|
 | Investment Officer | Providence, RI , United States |
 | Investment Manager | Providence, RI , United States |
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