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Craig Nicholas Robson
Directeur Général chez
Regent Peak Wealth Advisors LLC
Profil
Mr. Craig N.
Robson is a Founding Principal & Managing Director at Regent Peak Wealth Advisors LLC.
Prior to founding Regent Peak, he served 25 years as both Founder and Managing Director of Robson & Associates, a high net worth wealth advisory practice within Merrill Lynch.
He provided consulting services on behalf of Accenture Consulting, primarily within their manufacturing and information technology divisions, to both publicly traded and privately held corporations.
An unexpected opportunity to employ his practice management experiences within the financial services industry arose and in 1994 he embarked on creating a unique wealth advisory offering within Merrill Lynch.
He earned a bachelor’s degree in industrial engineering from Lehigh University in 1991.
Postes actifs de Craig Nicholas Robson
| Sociétés | Poste | Début |
|---|---|---|
Regent Peak Wealth Advisors LLC
 Regent Peak Wealth Advisors LLC Investment ManagersFinance Regent Peak’s investment strategies and advice may vary depending upon each client's specific financial situation. As such, the firm determines investments and allocations based upon the client’s predefined objectives, risk tolerance, time horizon, financial information, liquidity needs and other various suitability factors. They primarily offer advice on ETFs and Equities. | Directeur Général | 01/05/2019 |
Formation de Craig Nicholas Robson
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2
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| Entreprise privées | 2 |
|---|---|
Lehigh University
 Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Regent Peak Wealth Advisors LLC
Regent Peak Wealth Advisors LLC Investment ManagersFinance Regent Peak’s investment strategies and advice may vary depending upon each client's specific financial situation. As such, the firm determines investments and allocations based upon the client’s predefined objectives, risk tolerance, time horizon, financial information, liquidity needs and other various suitability factors. They primarily offer advice on ETFs and Equities. | Finance |
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