Mark T. Robinson, CFP®, CTFA is Relationship Manager. Mark manages one of Pitcairn’s relationship management teams, advising multi-generational families. He is responsible for developing, implementing and monitoring long-term financial plans focused on asset allocation, portfolio management, and tax planning that meet clients’ short needs and long-term objectives. Mark interacts with clients on a daily basis and collaborates with members of Pitcairn’s investments, planning, trust administration, and operations teams to design and implement appropriate investment strategies and financial and estate plans.
Mark has worked in the financial industry for 16 years. He began his career at Pitcairn in 2002 as a financial accountant, developing financial plans and preparing financial reporting for clients. He previously served as a Senior Fund Accountant at Lincoln Investment Planning.
Mark holds a BS in Finance, with a minor in Economics, from the Indiana University of Pennsylvania. He earned his MBA from LaSalle University. Mark is a Certified Financial Planner, a Certified Trust and Financial Advisor, and a member of the Philadelphia Estate Planning Council.