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 |
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Regent Peak Wealth Advisors LLC
Regent Peak Wealth Advisors LLC Investment ManagersFinance Regent Peak Wealth Advisors LLC (Regent Peak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Craig N. Robson in 2019. Regent Peak offers investment advisory services to individuals and corporations or other businesses. | Directeur Général | 01/05/2019 |
Formation de Craig Nicholas Robson
Lehigh University | Undergraduate Degree |
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Regent Peak Wealth Advisors LLC
Regent Peak Wealth Advisors LLC Investment ManagersFinance Regent Peak Wealth Advisors LLC (Regent Peak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Craig N. Robson in 2019. Regent Peak offers investment advisory services to individuals and corporations or other businesses. | Finance |