Associate, Private Wealth Client Services
Robbie is an Associate, Private Wealth Client Services with Cresset and focuses on making sure our clients’ needs are handled with care.
Prior to joining Cresset, Robbie worked for Berman Capital Advisors as a Client Service Associate. Before Berman, Robbie worked 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.