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Mark D. Robeson Email & Phone Number

Vice President | Institutional Financial Advisor at CAPTRUST at CAPTRUST
Location: Charlotte, North Carolina, United States 11 work roles 1 school
1 work email found @db.com 1 phone found area 704 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@db.com
Direct phone (704) ***-****
LinkedIn Profile matched
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Current company
CAPTRUST
Role
Vice President | Institutional Financial Advisor at CAPTRUST
Location
Charlotte, North Carolina, United States

Who is Mark D. Robeson? Overview

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Quick answer

Mark D. Robeson is listed as Vice President | Institutional Financial Advisor at CAPTRUST at CAPTRUST, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at db.com, phone signal with area code 704, and a matched LinkedIn profile for Mark D. Robeson.

Mark D. Robeson previously worked as Vice President | Institutional Financial Advisor at Captrust and Candidate at North Carolina General Assembly. Mark D. Robeson holds B.S., Business Administration from The Citadel.

Company email context

Email format at CAPTRUST

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{first_initial}{last}@db.com
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Profile bio

About Mark D. Robeson

Solutions for Institutions :: Investment Advisory and Fiduciary Services delivered by experienced advisors for your organization

Listed skills include Investments, Mutual Funds, Portfolio Management, Asset Management, and 29 others.

Current workplace

Mark D. Robeson's current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Vice President | Institutional Financial Advisor at CAPTRUST
Raleigh, NC
Website
captrustadvisors.com
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11 roles · 30 years

Mark D. Robeson work experience

A career timeline built from the work history available for this profile.

Vice President | Institutional Financial Advisor

Current
Captrust

Raleigh, NC, US

May 2023 - Present

Candidate

North Carolina General Assembly

Raleigh, NC, US

I was candidate for the North Carolina State Senate representing Charlotte's District 39

Dec 2021 - Nov 2022

Managing Partner

Guard Capital Partners
Feb 2017 - Jan 2022

Wealth Advisor

Irongate Partners, Inc.
Nov 2014 - Jan 2017

Regional Sales Director

Irongate Partners, Inc.
  • Independent and RIA Channel | Southeast Regional Sales Director
  • Head of Sales and distribution for managed ETF strategy
  • Called on RIA firms, Endowments, Foundations and Institutions utilizing a managed volatility strategy employing a managed ETF portfolio powered by Newfound Financial Innovators
Dec 2013 - Nov 2014

Senior Consultant

Genworth

Glen Allen, Virginia, US

  • Independent Channel | North and South Carolina Wholesaler
  • Responsible for wholesaling turnkey asset management platform throughout NC and SC through independent financial advisors and RIA firms
  • Product platform consisted of 16 separate money managers, 4 total investment strategies and the breadth of 5 asset custodians
May 2012 - Dec 2013

Senior Vice President

Deutsche Bank

Frankfurt Am Main, Hessen, DE

  • Wirehouse Channel | North and South Carolina Wholesaler
  • Responsible for wholesaling sales and client relationship management with major wirehouse advisors selling investment products including mutual funds, closed-end funds as well as REIT investment strategies
  • Took over bottom quartile territory for Deutsche and achieved a consistent rank in the TOP one-third for remainder of tenure
  • Top clients included Merrill Lynch, Smith Barney, Morgan Stanley, UBS, Wachovia and smaller regional brokerages
May 2006 - May 2008

Regional Vice President

Evergreen Investments

Boston, MA, US

  • Wirehouse and Independent Channel | Southeast Wholesaler
  • Achieved $160,000,000 sales goal for 2005 in open and closed end mutual funds as well as SMA (Separately Managed Accounts) in NC, SC, KY and TN
  • Territory consistently ranked in the TOP quartile for first two years and TOP decile in final year with Evergreen
  • Successfully built and nurtured relationships with financial advisors from Merrill Lynch, Smith Barney, UBS and Morgan Stanley
Apr 2003 - Jun 2006

Regional Vice President

Aig

New York, NY, US

  • Independent Channel | 401(k) Group Annuity Plan Division | Southern Region
  • #1 U.S. wholesaler marketing 401(k) product to SunAmerica brokers as well as outside Broker/Dealers; launched to 64 Edward Jones Regions in Southern U.S.
  • Presented 401(K) retirement plan product through seminars throughout U.S. to financial planners and brokers as well as plan sponsors and prospects
Mar 2000 - Mar 2003

Manager Sales Support

First Union National Bank

US

  • Institutional Sales | Southern and Mid-Atlantic Regions
  • Responsible for managing 16 Internal Sales Partners and 4 administrative support personnel in supporting and selling institutional trust and investment management products
  • Successfully grew the unit 100% in personnel in one year
Feb 1999 - Mar 2000

Financial Advisor

Morgan Stanley

New York, NY, US

  • Retail Brokerage Division | Financial Advisor
  • Developed consultative relationships with both individual and business clients while managing and acquiring multi-million dollar asset portfolio accounts
  • Specialized in REITS, Tax-free Municipal Bonds as well as annuity and equity/fixed income mutual funds
1996 - 1998 ~2 yrs
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts →

PW Patterson Ware Patterson Ware Colleague at Captrust Nashville, Tennessee, United States, United States View → BS Ben Smiley Ben Smiley Colleague at Captrust Chicago, Illinois, United States, United States View → LC Lizbeth Colunga Lizbeth Colunga Colleague at Captrust Raleigh, North Carolina, United States, United States View → JS Jeffrey S. Thurm, Cfa® Jeffrey S. Thurm, Cfa® Colleague at Captrust New York City Metropolitan Area, United States View → BN Ben Neal Ben Neal Colleague at Captrust Lawrence, Kansas, United States, United States View → AB Analiese Bevelacqua Analiese Bevelacqua Colleague at Captrust Raleigh-Durham-Chapel Hill Area, United States View → MA Mark A. Deprez, Cima® Mark A. Deprez, Cima® Colleague at Captrust Indianapolis, Indiana, United States, United States View → RR Rob Richardson Rob Richardson Colleague at Captrust Wichita, Kansas, United States, United States View → CK Casey Keller, Cfa Casey Keller, Cfa Colleague at Captrust Boerne, Texas, United States, United States View → DD Dara Day Dara Day Colleague at Captrust Atlanta, Georgia, United States, United States View →
1 education record

Mark D. Robeson education

  • The Citadel
    The Citadel
    Business Administration
FAQ

Frequently asked questions about Mark D. Robeson

Quick answers generated from the profile data available on this page.

What company does Mark D. Robeson work for?

Mark D. Robeson works for CAPTRUST.

What is Mark D. Robeson's role at CAPTRUST?

Mark D. Robeson is listed as Vice President | Institutional Financial Advisor at CAPTRUST at CAPTRUST.

What is Mark D. Robeson's email address?

AeroLeads has found 1 work email signal at @db.com for Mark D. Robeson at CAPTRUST.

What is Mark D. Robeson's phone number?

AeroLeads has found 1 phone signal(s) with area code 704 for Mark D. Robeson at CAPTRUST.

Where is Mark D. Robeson based?

Mark D. Robeson is based in Charlotte, North Carolina, United States while working with CAPTRUST.

What companies has Mark D. Robeson worked for?

Mark D. Robeson has worked for Captrust, North Carolina General Assembly, Guard Capital Partners, Irongate Partners, Inc., and Genworth.

Who are Mark D. Robeson's colleagues at CAPTRUST?

Mark D. Robeson's colleagues at CAPTRUST include Patterson Ware, Ben Smiley, Lizbeth Colunga, Jeffrey S. Thurm, Cfa®, and Ben Neal.

How can I contact Mark D. Robeson?

You can use AeroLeads to view verified contact signals for Mark D. Robeson at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Mark D. Robeson attend?

Mark D. Robeson holds B.S., Business Administration from The Citadel.

What skills is Mark D. Robeson known for?

Mark D. Robeson is listed with skills including Investments, Mutual Funds, Portfolio Management, Asset Management, Equities, Financial Services, Capital Markets, and New Business Development.

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