Roberta Ambrosi

Roberta Ambrosi is the Real Estate Portfolio Manager at Allworth Financial in Waltham, MA, where she leads portfolio strategy and management specifically for real estate assets. Her role involves overseeing property investments and working closely with both clients and internal teams to ensure optimal portfolio performance and risk management within the real estate sector.

Roberta has extensive experience in wealth management and portfolio administration, previously serving as Branch Manager at The Harvest Group, Wealth Management, LLC and as Team Administrator at The Harvest Group of UBS Financial Services. This background has provided her with expertise in client relations, investment planning, and operational oversight—skills she now applies to the specialized domain of real estate within the wider context of financial services and portfolio management.

She holds a degree from Mount Ida College, highlighting her educational foundation in the field. Roberta is recognized for her contribution to the seamless integration of The Harvest Group into Allworth Financial, strengthening client support and expanding service capabilities. Her focus is distinctively on real estate as an asset class, providing tailored investment solutions and strategic advice for property-focused portfolios.