Profil
Mr. Donald G.
Robinson is Chief Executive Officer & Co-Chief Investment Officer at Palladiem LLC.
He has more than 30 years of experience in the investment advisory/management business.
Mr. Robinson was Chief Investment Officer of Lockwood Advisors, Inc. He also served as a Managing Director for Pershing LLC, a broker dealer subsidiary of BNY Mellon.
Prior to its merger into Lockwood Advisors, Mr. Robinson was President and Chief Investment Officer of Lockwood Capital Management, and a member of its Investment Advisory Committee.
As Founding partner and Chief Investment Officer of Lockwood Financial Group in 1995, he led the development and the implementation of the firm’s proprietary asset allocation, capital markets analysis and investment strategy protocols.
He served as CIO of a major Wall Street brokerage firm; as Vice President in the Pension Consulting group at Chase Manhattan Bank; and as Investment Officer in the Analytical Services Division at Northern Trust Company.
He was a former Chairperson of the Trust Universe Comparison Service.
He received his Bachelor of Science in Finance from Arizona State University and his MBA in business from Loyola University of Chicago.
Postes actifs de Don Robinson
| Sociétés | Poste | Début |
|---|---|---|
Palladiem LLC
 Palladiem LLC Investment ManagersFinance Palladiem LLC is a SEC-registered investment adviser headquartered in Bryn Mawr, Pennsylvania. The firm was founded in 2011 and was acquired by OAR Financial LLC in 2023. Palladiem provides discretionary and non-discretionary investment advisory services to institutional and high-net-worth investors in the form of separate accounts through financial intermediaries. | Directeur Général | 01/08/2011 |
Anciens postes connus de Don Robinson
| Sociétés | Poste | Fin |
|---|---|---|
Pershing LLC
 Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Corporate Officer/Principal | - |
Lockwood Financial Group, Inc.
 Lockwood Financial Group, Inc. Investment ManagersFinance Part of The Bank of New York Mellon Corp., Lockwood Financial Group, Inc. is a company that provides financial advisory services. The company is based in Malvern, PA. Lockwood Financial Group was acquired by The Bank of New York Co., Inc. on October 08, 2002. | Corporate Officer/Principal | - |
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | - |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
BNY Mellon Advisors, Inc.
 BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Directeur en chef des Investissements | 01/08/2011 |
Formation de Don Robinson
| Arizona State University | Undergraduate Degree |
| Loyola University of Chicago | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Finance |
Lockwood Financial Group, Inc.
Lockwood Financial Group, Inc. Investment ManagersFinance Part of The Bank of New York Mellon Corp., Lockwood Financial Group, Inc. is a company that provides financial advisory services. The company is based in Malvern, PA. Lockwood Financial Group was acquired by The Bank of New York Co., Inc. on October 08, 2002. | Finance |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Finance |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
Palladiem LLC
Palladiem LLC Investment ManagersFinance Palladiem LLC is a SEC-registered investment adviser headquartered in Bryn Mawr, Pennsylvania. The firm was founded in 2011 and was acquired by OAR Financial LLC in 2023. Palladiem provides discretionary and non-discretionary investment advisory services to institutional and high-net-worth investors in the form of separate accounts through financial intermediaries. | Finance |
