Robert D. Birnbaum Email and Phone Number
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Robert’s career has ranged from the ‘white shoe’ world of JP Morgan to the frontiers of Medical Marijuana. His success has been based on creativity, analytic ability, communication skills, intelligence, conceptual ability, drive, and entrepreneurial spirit. Each executive role has been in a highly regulated industry and developing expert knowledge of the applicable regulations has been key. BUILDING ASSET MANAGEMENT BUSINESSESAt each stage of his career in Asset Management, Robert has been a business builder, introducing new products, managing strategic functions, leading from the frontlines, all resulting in significant asset and revenue growth. He co-founded and ran a successful global macro hedge fund. He integrated multiple sales and marketing organizations post-acquisition for Columbia Management and for Credit Suisse. He led JP Morgan Investment Management into new markets and to strategic acquisitions. From his earliest experiences at Vanguard, he has been guided by principles of respect for clients, fiduciary responsibility, and focus on business and investment performance.ENTREPRENEUR AND MEDICAL MARIJUANA PIONEERIn 2013 Robert assembled a group of private investors, including himself, raised $6 million, recruited people with domain knowledge, and led the process of competing for and winning a coveted license. As CEO, managed construction of the facility, hired staff and began production. His ability to navigate a complex set of cultural, legal, and operational challenges led to a successful firm and a profitable exit in 2017. INDEPENDENT BOARD DIRECTORExperienced as an inside Director, Robert serves as an Independent Director of CEO Trust, an Advisory Board member for C.H. Briggs, and also leads the CEO Trust Board training program. He has served on the Boards and as an Officer of several not-for-profit organizations.
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PresidentPeartree Trading Oct 2009 - PresentPrivate investment vehicle
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Advisor And MentorThe Center For Advancing Innovation Inc. Aug 2019 - PresentBethesda, Maryland, UsThe Center for Advancing Innovation is a catalyst to maximize the potential of publicly funded breakthrough technologies that benefit society. The Center finds the best inventions, crowdsources entrepreneurs, forms startups and nurtures newly formed companies. My role is as an Advisor and Mentor to entrepreneurs as they innovate and establish businesses. -
Board MemberCeo Trust Mar 2017 - Present -
Chairman, Ceo And FounderCuraleaf Sep 2013 - Dec 2016One of four licensed medical marijuana producers in Connecticut, wholesaling to state dispensaries run by licensed pharmacists. Patients with ailments including cancer, Parkinson's disease, multiple sclerosis, HIV/AIDS, Crohn's disease and epilepsy are eligible. Took Curaleaf from a concept through the challenges of start-up to operational reality through to a money-making exit. Raised more than $5M to prepare for the application/approval process. Awarded the license from an applicant pool of 16. Each application was scored on nine categories. Announcements of the successful bidders culminated an 18-month process of creating regulations and reviewing proposals. "The applications were voluminous, each containing 700 to more than 1,000 pages and provided detailed information about the applicants' financial stability, their relevant experience, their location and site plan, their production, safety, business and marketing protocols," said Consumer Protection Commissioner William M. Rubenstein, who is overseeing the process of legalizing the marijuana business in the state. Source: Hearst Newspapers © Copyright 2017 Hearst Media Services Connecticut, LLC. In 2015, the company held 164 active product licenses and 69 licensed employees. Transitioned Board Chair and CEO roles in early and late 2016 respectively to prepare for the sale of the company. Controlling interest sold in March 2017.
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President| Co-Founder| Chief Compliance Officer| DirectorThird Wave Global Investors, Llc Jun 2004 - Sep 2009Global macro hedge fund. Responsible for marketing, client services, compliance, finance, operations, and technology. Passed the “credibility” threshold of $100M under management within one year. Grew the firm to over $500M in assets; clients included major global banks, large hedge fund-of-funds, and endowments. Featured in Global Custodian magazine.
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Managing Director| Head Of Institutional Distribution & Service| Operating Committee MemberColumbia Management Jul 2001 - Jul 2004Boston, Massachusetts, UsInvestment manager, $454B in client assets under management. In my role, responsible for over $60B in assets under management, $200M in annual revenue, and 300 employees. Increased sales to over $3B annually by effective positioning to clients, consultants and prospects. Integrated five separate firms into one coherent sales and marketing organization. -
Managing Director| Head Of Marketing, E-Commerce, 401K| Member Management CommitteeCredit Suisse 1998 - 2001Zurich, ChGlobal Investment Manager, over $300B under management. Managing Director, Defined Contribution | Member of CSAM-America’s Management Committee Head of Marketing | Head of E-Commerce Named an Impact Player of the Year by Defined Contribution News, an Institutional Investor publication. Forged an alliance with 401K Forum that created “401K Guidance Online”, a first-of-its-kind link between an advice firm and an investment-only firm. -
Managing Director| Head Of Marketing Strategy| Head Of Defined ContributionJ.P. Morgan Asset Management 1989 - 1998New York, Ny, UsGlobal Investment Manager, $1 trillion under management In my role, took on challenge to compete in 401K management market; identified two unmet needs through consumer research. Pioneered the “participant preference model” and developed a unique tool to help corporations create the optimal fund lineup for their employees. Created an innovative probability based guide to investing for employee education. Bundled these offerings with Morgan funds to build a profitable 401K business, successfully defending Morgan’s pension business. Achieved 40% annual compound growth over five years, generating $120M in Defined Contribution (DC) revenues. Spearheaded the creation of J.P. Morgan and American Century Retirement Plan Services, combining the institution-focused J.P. Morgan and retail fund provider American Century. Personally oversaw strategic process and negotiations leading to a $900M transaction. -
VpFred Alger Management 1987 - 1989New York, Ny, Us -
AvpThe Vanguard Group 1985 - 1986Valley Forge, Pa, Us
Robert D. Birnbaum Skills
Robert D. Birnbaum Education Details
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The Wharton SchoolGeneral -
Columbia UniversityAb
Frequently Asked Questions about Robert D. Birnbaum
What company does Robert D. Birnbaum work for?
Robert D. Birnbaum works for The Center For Advancing Innovation Inc.
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Robert D. Birnbaum's current role is President at Peartree Trading.
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Robert D. Birnbaum attended The Wharton School, Columbia University.
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Robert D. Birnbaum has skills like Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Investments, Equities, Private Equity, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Management.
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