Skip to content

Michael Robertson

Business Development

Back to Team
Michael Robertson

Areas of Focus

Quantitative tradingBusiness developmentRisk analysisClient relationship management
Schedule a Conversation

Mr. Robertson has over 20 years' experience in financial services as both a high-frequency equity trader and selling investment products. During his career, Michael has also worked with several quantitative funds to develop proprietary trading platforms and assisted with the distribution of those funds.

Mr. Robertson attended Northwood University.

Ready to speak with Michael?

Every relationship begins with a conversation. There is no obligation, and every inquiry is handled with discretion.

Begin with a Conversation

Our team collectively holds CFA, CFP®, CPWA®, CPA, JD, and CTFA designations.

Back to Our Team

Meet us in person. Every relationship starts somewhere.

Our advisors work with a select number of clients who value depth over volume. If the people you have read about seem like the right fit for your situation, we would love to connect.

Every inquiry is handled with complete discretion.

Start a Conversation