Robin Patinkin, Cfa, Cfp®

Robin Patinkin, Cfa, Cfp® Email and Phone Number

Managing Director, Senior Wealth Advisor, InterOcean Capital at The Colony Group @
Robin Patinkin, Cfa, Cfp®'s Location
Chicago, Illinois, United States, United States
Robin Patinkin, Cfa, Cfp®'s Contact Details
About Robin Patinkin, Cfa, Cfp®

Wealth Management Executive with extensive experience serving ultra/high net worth individuals, families and foundations. Expertise in portfolio management, financial markets, traditional and alternative asset classes, financial planning, customized asset allocations, and client relationship management. High touch "Quarterback" on financial matters including investments, trust/estate issues, retirement planning, charitable giving and financial education. Public speaker, teacher and panelist on issues relating to Financial Planning and Wealth Management.

Robin Patinkin, Cfa, Cfp®'s Current Company Details
InterOcean Capital at The Colony Group

Interocean Capital At The Colony Group

Managing Director, Senior Wealth Advisor, InterOcean Capital at The Colony Group
Robin Patinkin, Cfa, Cfp® Work Experience Details
  • Interocean Capital At The Colony Group
    Managing Director, Senior Wealth Advisor
    Interocean Capital At The Colony Group May 2024 - Present
    Chicago, Illinois, United States
  • Interocean Capital Group, Llc
    Managing Director
    Interocean Capital Group, Llc Jun 2017 - May 2024
  • Cedar Hill Associates, Llc
    Managing Director
    Cedar Hill Associates, Llc Jan 2004 - Jan 2017
    Greater Chicago Area

Robin Patinkin, Cfa, Cfp® Skills

Investments Asset Allocation Alternative Investments Wealth Management Strategic Planning Private Equity Investment Management Portfolio Management Financial Analysis Equities Financial Planning Financial Management Asset Managment

Robin Patinkin, Cfa, Cfp® Education Details

Frequently Asked Questions about Robin Patinkin, Cfa, Cfp®

What company does Robin Patinkin, Cfa, Cfp® work for?

Robin Patinkin, Cfa, Cfp® works for Interocean Capital At The Colony Group

What is Robin Patinkin, Cfa, Cfp®'s role at the current company?

Robin Patinkin, Cfa, Cfp®'s current role is Managing Director, Senior Wealth Advisor, InterOcean Capital at The Colony Group.

What is Robin Patinkin, Cfa, Cfp®'s email address?

Robin Patinkin, Cfa, Cfp®'s email address is ro****@****ill.com

What is Robin Patinkin, Cfa, Cfp®'s direct phone number?

Robin Patinkin, Cfa, Cfp®'s direct phone number is +184722*****

What schools did Robin Patinkin, Cfa, Cfp® attend?

Robin Patinkin, Cfa, Cfp® attended Northwestern University - Kellogg School Of Management, University Of Illinois At Urbana-Champaign - College Of Business.

What are some of Robin Patinkin, Cfa, Cfp®'s interests?

Robin Patinkin, Cfa, Cfp® has interest in Kids, Cooking, Gardening, Traveling, Outdoors, Electronics, Home Improvement, Reading, Travel, Collecting.

What skills is Robin Patinkin, Cfa, Cfp® known for?

Robin Patinkin, Cfa, Cfp® has skills like Investments, Asset Allocation, Alternative Investments, Wealth Management, Strategic Planning, Private Equity, Investment Management, Portfolio Management, Financial Analysis, Equities, Financial Planning, Financial Management.

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