Robin Catlin, Cfp® Email & Phone Number

Robin has been in the financial industry since 1997. Robin is a Managing Director at the Center for Family Wealth at Merrill Lynch where she helps families navigate the complexities of wealth over multiple generations. She is passionate about helping families thrive in the context of wealth focusing on human capital and family culture in relationship to their financial capital. Previously, she was with Matter Family Office, JP Morgan Private bank and a consultant and trainer with Independent Means Inc. She started her career at Janus Capital and then moved on to two investment management firms in Colorado: Sharkey, Howes, and Javer in Denver and Sargent, Bickham, Lagudis in Boulder. In her free time, she enjoys spending time with her family in the mountains of Colorado. She is an avid skier and runner. Specialties: Sales, Business Development, Account Management, Account Development, Sales Strategy & Planning, Marketing, Investor Relations

Listed skills include Estate Planning, Strategic Financial Planning, Investments, Marketing, and 12 others.