Robbie Leis

Associate Director, Investment Operations & Trading

Robbie is Associate Director, Investment Operations & Trading with Cresset and focuses on ensuring our clients’ needs are handled with care.

Prior to joining Cresset, Robbie worked for Berman Capital Advisors as a Client Service Associate and as a Product Analyst at Angel Oak Capital Advisors, where he focused on promoting the firm’s private strategies to institutional investors. Prior to Angel Oak, he worked as a Capital Markets Analyst at Regions Bank within the Foreign Exchange group. Robbie began his career as a Junior Trader at Universal Investments, a Miami-based hedge fund specializing in tail-risk hedging and portfolio protection from “black swan” events.

Robbie graduated from The University of Mississippi with a Bachelor of Business Administration in Finance and Marketing.

Robbie and his wife, Melissa, live in Atlanta. In his spare time, he enjoys playing tennis, fishing, and being outdoors.

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