Mark T. Robinson, CFP®, CTFAManaging Director, Integrated Wealth
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-term needs and long-term objectives. Mark interacts with clients daily and collaborates with his colleagues from Pitcairn’s Investments, Planning, Trust Administration, and Operations teams to design and implement appropriate investment strategies and financial and estate plans.
Joining our team in 2002, Mark has served in a variety of roles at Pitcairn. He started as a Financial Accountant developing financial plans and preparing financial reporting for clients; he continued growing with the firm to support client families as a Financial Planner and Relationship Manager. Before joining Pitcairn, Mark was Senior Fund Accountant at Lincoln Investment Planning.
Mark holds a BS in Finance and a minor in Economics from the Indiana University of Pennsylvania, and he earned his BA from LaSalle University. Mark is a CERTIFIED FINANCIAL PLANNER™, Certified Trust and Financial Advisor, and member of the Philadelphia Estate Planning Council.
Outside of the office, you can find Mark on the golf course or some other athletic field. Every year Mark and his wife, Amy, travel across the country with their three children. Mark treasures this time with his family and looks forward to it every year. Thus far, his family’s favorite destinations have been the Grand Canyon and Sedona.