For over 30 years, Robin has delivered wealth strategy services to ultra high net worth clients. As Managing Director and Head of Wealth Strategy, Robin and her team design solutions and strategies to help families navigate the complexities of multi-generational wealth. As a Wealth Strategist, Robin addresses all facets of multi-generational wealth including estate planning, wealth transfer planning, financial planning, philanthropy, tax planning, risk management, business succession planning, next generation education, and family meeting facilitation.
Prior to joining NewEdge Wealth, Robin held positions at Wells Fargo, JP Morgan, and U.S. Trust. Most recently, she was a Managing Director at Hawthorn, PNC Family Wealth where she headed the wealth strategy practice and executed a number of initiatives including the development of the Institute for Family Success.
Robin earned her B.S. degree from Wagner College, followed by a Juris Doctor degree from New York Law School. She currently resides in Philadelphia, PA. In her free time, Robin enjoys traveling, hiking, and spending time with her friends and family.