Robin Lee Marx, CFA®, CFP®

Director of Portfolio Management

404 573 4938
404 573 4939

 

My NET WORTHWHILE™ is helping clients find joy in their prosperity.

Robin has a blend of experience of working in both large corporations and in small, rapidly growing family businesses.  These experiences have given her a unique perspective into the joys and challenges of both building wealth and managing inherited and multigenerational wealth.

Robin joined SignatureFD in 2018 after five years working as a portfolio manager in trust and wealth management at a major regional bank, 7 years as CFO of a rapidly growing global business services company, and 10 years as a portfolio manager and commercial banker at a large national bank.  She holds a BA from the University of Richmond and an MBA from George Mason University.

She is actively involved in children and family ministries at Peachtree Presbyterian Church and in the leadership of the community schools that her sons attend in Atlanta.

Education

Bachelor of Arts, French, International Studies, The University of Richmond

Master of Business Administration, Finance, George Mason University

CFA® is a registered trademark owned by CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.