Robert Tobin Email and Phone Number
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Robert Tobin personal email
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Black Diamond Financial, LLC is a fee-only registered investment adviser with a unique and holistic focus on preserving and enhancing wealth. Our mission is to help you achieve your financial goals through the use of low cost, tax-efficient investment strategies. We create individualized investment portfolios for each client that are risk-appropriate, returns optimized, and tax-efficient. Where appropriate, we incorporate institutional quality private investments to capture illiquidity premiums or yield opportunities. Furthermore, we believe cost is a critical factor in any successful investment strategy and therefore offer fully transparent pricing that is well-below industry standard. As an employee-owned firm focused on our fiduciary duty, we make our clients’ interests our highest priority. Rob Tobin is a Partner of the firm and serves as a trusted advisor to wealthy families and institutional investors.Previously, Mr. Tobin served as Chief Investment Officer of Persimmon Capital Partners, a private single-family office. In this capacity, he managed all aspects of the business including public and private investments, portfolio allocation strategy, estate and tax strategy and credit relationships.Prior to joining Persimmon Capital Partners, Mr. Tobin served as an investment professional with ABS Capital Partners, a middle-market growth private equity firm. He helped structure investments including corporate carve-outs, management buy-outs, control buy/build strategies and minority growth investments. Prior to ABS Capital Partners, he served as an investment banker with Friedman Billings Ramsey advising growth-oriented private and public clients.Mr. Tobin earned an MBA from Columbia Business School. He completed the full pre-medical curriculum and received a BA in Economics with distinction from the University of North Carolina at Chapel Hill. At UNC, he was awarded a position on the GTE Academic All-American Team, received the ACC Scholar-Athlete Award, received the Athletic Director’s Scholar-Athlete Award, received the Reichardt Memorial Award and was a member of the UNC Varsity Lacrosse Team.
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Partner & Lead Wealth AdvisorBlack Diamond Financial, Llc Jan 2024 - PresentTowson, Md, Us
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Member Of The Board Of DirectorsRedpoint Global Inc. Oct 2012 - PresentWellesley Hills, Massachusetts, Us -
Member Of The Board Of DirectorsSaleswarp Jul 2015 - PresentBaltimore, Maryland, Us -
Chief Investment OfficerPersimmon Capital Partners May 2012 - Dec 2023 -
Member Of The Board Of DirectorsUs Auto Sales May 2015 - Jun 2023Duluth, Ga, Us -
Member Of The Board Of DirectorsTagnetics / Powershelf Feb 2013 - Mar 2023
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Member Of The Board Of DirectorsHeights Finance Corporation May 2012 - Dec 2021Greenville, South Carolina, Us -
Member Of The Board Of DirectorsIgnitionone Jul 2013 - Sep 2019New York, New York, Us -
Member Of The Board Of DirectorsNovus Capital Group Feb 2013 - Mar 2017
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Investment ProfessionalAbs Capital Partners 2006 - Apr 2012Washington, District Of Columbia, UsLate stage growth equity investment fund. -
Investment BankingFriedman Billings Ramsey 2001 - 2006Media and Telecom Investment Banking
Robert Tobin Skills
Robert Tobin Education Details
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Columbia Business SchoolMba -
University Of North Carolina At Chapel Hill
Frequently Asked Questions about Robert Tobin
What company does Robert Tobin work for?
Robert Tobin works for Black Diamond Financial, Llc
What is Robert Tobin's role at the current company?
Robert Tobin's current role is Partner & Lead Wealth Advisor at Black Diamond Financial.
What is Robert Tobin's email address?
Robert Tobin's email address is rt****@****tal.com
What is Robert Tobin's direct phone number?
Robert Tobin's direct phone number is (484) 572*****
What schools did Robert Tobin attend?
Robert Tobin attended Columbia Business School, University Of North Carolina At Chapel Hill.
What skills is Robert Tobin known for?
Robert Tobin has skills like Investments, Investment Banking, Private Equity, Venture Capital, Financial Modeling, Due Diligence, Corporate Development, Lbo, Valuation, Corporate Finance, Strategic Partnerships, Capital.
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