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Robert D. Amoruso
📍 Miami, FL
Gideon Strategic Partners

Robert D. Amoruso, CEPA

Founder & Chief Executive Officer

Robert Amoruso is the Founder and CEO of Gideon Strategic Partners, headquartered in Century City, Los Angeles, with offices in New York and Baltimore. Since founding the firm in 2012, Robert has grown it to manage over $1 billion in client assets, delivering sophisticated financial planning, investment management, and tax-efficient strategies for high-net-worth families, entrepreneurs, and executives.

Robert began his career at Van Eck Global in 2007 before joining AXA in 2008, where he rose to Regional Vice President and led the firm's largest and top-producing U.S. team, earning Circle of Excellence, Summit, and Hallmark I awards, along with membership in the Elite Producer Group and the Million Dollar Round Table.

He graduated summa cum laude from Johnson & Wales University with degrees in Finance and Entrepreneurship. He has also completed the Retirement Planning Specialist Certificate at the Wharton School of the University of Pennsylvania and the Alternative Investments Certification at Harvard Business School, covering private equity, private debt, real estate, secondaries, and venture capital. He holds the Certified Exit Planning Advisor (CEPA) designation and FINRA Series 7, 24, 63, and 65 licenses.

Robert is a member of YPO (Young Presidents' Organization) and Tiger 21, two of the most exclusive networks for chief executives and high-net-worth investors. He resides in Coconut Grove, Miami with his wife Lainie and their two sons, Luca and Levi.

Robert D. Amoruso — Public Appearances

Speaking Engagements

23
Engagements
Upcoming
4th Annual Spearhead Southern California PPLI & PPVA Forum | Manhattan Beach, CA
May 2026
Private Wealth Florida Forum | Palm Beach
April 2026
Past Engagements
May 2026
Gideon Series: Private Markets with Michael Arougheti
Mar 2026
Family Office Panel at the AIS (Alternative Investment Symposium) Miami
Dec 2025
Marcus Evans Private Wealth Management, Private Wealth Panel
Dec 2025
3rd Annual Spearhead Art Basel PPLI & PPVA Forum
Nov 2025
IBC Study Group, Panelist, New Orleans
Jun 2025
Informa Private Placement Life Insurance & Variable Annuities Forum, Chicago
May 2025
Spearhead Southern California PPLI & PPVA Forum
Dec 2024
Miami Art Basel PPLI & PPVA Forum Presented by SPEARHEAD, Building a Market-Leading SMA Program
Nov 2024
The Leukemia & Lymphoma Society, Light The Night, Corporate Walk Chair
Oct 2024
The Leaders Group, Straight Talk Conference, Top Producers, PPLI
Jun 2024
Rohe Levy Premium Finance Symposium, SMAs, Insurance Dedicated Funds & PPLI
May 2024
SPEARHEAD Southern California PPLI & PPVA Forum, SMAs Panel
Mar 2024
Marcus Evans Private Wealth Management Summit, Private Wealth Panel
Feb 2024
Cocktails & Conversations, Intellectual Powerhouses, Wealth Management w/ Torsten Sløk (APOLLO), Grady Frank (GoldenTree), and Erik Oros (Gideon)
Oct 2023
The Leaders Group, Straight Talk Conference, PPLI
May 2023
Cocktails & Conversations, Intellectual Powerhouses, Wealth Management w/ David Rubenstein (CARLYLE), David Golub (Golub Capital), Ryan Serhant, and Erik Oros (Gideon)
Nov 2021
Private Placement Insurance Conference Chicago, Modernizing Estate Planning with PPLI
Sep 2020
Private Placement Insurance & Variable Annuities Forum
Jun 2019
Private Placement Insurance & Variable Annuities Forum
Oct 2018
Pepper Hamilton Investment Management and Private Funds Forum
Jun 2018
Private Placement Insurance & Annuity Forum

Meet the Full Team

Gideon Strategic Partners comprises 32 professionals across Los Angeles, New York, Miami, and Baltimore.

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Connect with Robert's Team

Schedule a confidential consultation with Gideon's advisory team to discuss how PPLI and alternative investments can enhance your portfolio's tax efficiency.