Robert Tobin Email & Phone Number

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.

Listed skills include Investments, Investment Banking, Private Equity, Venture Capital, and 16 others.