Debbie L. Robinson
Keine laufenden Positionen mehr
Profil
Ms. Debbie L.
Robinson is Client Relations Manager at Scharf Investments LLC.
Prior to joining Scharf Investments, she worked for Mt.
Eden Investment Advisors as a portfolio associate and equity trader.
She also worked for Telegraph Hill Investment Counsel prior to their merger with Mt.
Eden.
Her responsibilities included trading, operations, portfolio accounting, and client administration.
She began her career in the Budget/Treasury department at Sonoma State University as a treasury analyst/accountant for the university investments.
Ms. Robinson earned a Bachelor of Arts degree in Psychology and a minor in Business Administration from Sonoma State University.
Ehemalige bekannte Positionen von Debbie L. Robinson
| Unternehmen | Position | Ende |
|---|---|---|
| Telegraph Hill Investment Counsel LLC | Corporate Officer/Principal | 31.12.2004 |
Scharf Investments LLC
 Scharf Investments LLC Investment ManagersFinance Scharf Investments LLC (Scharf) is an independent, SEC-registered independent investment advisor and wealth management firm headquartered in Los Gatos, California. The firm was founded by Jeffrey Scharf in 1983. Scharf provides investment advice and portfolio management for individuals, registered investment companies, retirement accounts, trusts, family offices, corporations, endowments and foundations through separately managed client accounts. The firm participates in certain wrap fee programs acting as a sub-adviser to an investment sponsor. | Vertrieb & Marketing | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
| Sonoma State University | Corporate Officer/Principal | - |
Mt. Eden Investment Advisors LLC
 Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Corporate Officer/Principal | - |
Ausbildung von Debbie L. Robinson
| Sonoma State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private Unternehmen | 3 |
|---|---|
Mt. Eden Investment Advisors LLC
Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Finance |
| Telegraph Hill Investment Counsel LLC | Finance |
Scharf Investments LLC
Scharf Investments LLC Investment ManagersFinance Scharf Investments LLC (Scharf) is an independent, SEC-registered independent investment advisor and wealth management firm headquartered in Los Gatos, California. The firm was founded by Jeffrey Scharf in 1983. Scharf provides investment advice and portfolio management for individuals, registered investment companies, retirement accounts, trusts, family offices, corporations, endowments and foundations through separately managed client accounts. The firm participates in certain wrap fee programs acting as a sub-adviser to an investment sponsor. | Finance |
