Profile
Ms. Robin R.
Smith is Vice President of Investments at Meristem LLP.
She has experience in the investment industry and throughout those years of experience she has been through many market cycles, which has allowed her to lend her expertise in working with the client advisory team in creating portfolios that meet clients’ goals.
Her commitment to due diligence ensures the very best service as she focuses on following clients’ positions and working with pooled investment vehicles for public and private securities to make sure clients’ asset allocation strategies are meeting their financial goals.
Ms. Smith was previously employed as Director of Investor Relations by Imation Corp.
and Senior Research Analyst & Portfolio Manager by Kopp Investment Advisors LLC.
In 2002 she joined Sargent Management Company as Vice President and began her career as an equity analyst.
Her positions and responsibilities
grew to Communications Director, Senior Research Analyst, Portfolio Manager, and Investor
Relations Director.
She received her undergraduate degree from the University of Minnesota.
Former positions of Robin R. Smith
Companies | Position | End |
---|---|---|
GLASSBRIDGE ENTERPRISES, INC. | Director of Research - Equity | 30/12/2001 |
Kopp Investment Advisors LLC
Kopp Investment Advisors LLC Investment ManagersFinance Founded in 1990 by Lee Kopp, Kopp Investment Advisors LLC is a registered investment advisor located in Bloomington, Minnesota. The firm is a subsidiary of Kopp Holding Co. LLC. | Analyst-Equity | 30/12/1998 |
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | Portfolio Manager-Equities | - |
Training of Robin R. Smith
University of Minnesota | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
GLASSBRIDGE ENTERPRISES, INC. | Finance |
Private companies | 2 |
---|---|
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
Kopp Investment Advisors LLC
Kopp Investment Advisors LLC Investment ManagersFinance Founded in 1990 by Lee Kopp, Kopp Investment Advisors LLC is a registered investment advisor located in Bloomington, Minnesota. The firm is a subsidiary of Kopp Holding Co. LLC. | Finance |
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