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Stuart Robertson Email & Phone Number

Portfolio Manager at The Partners Group at The Partners Group
Location: Portland, Oregon, United States 4 work roles 1 school
2 work emails found @columbiatrustcompany.com 2 phones found area 503 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email s****@columbiatrustcompany.com
Direct phone (503) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
The Partners Group
Role
Portfolio Manager at The Partners Group
Location
Portland, Oregon, United States
Company size
158 employees

Who is Stuart Robertson? Overview

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Quick answer

Stuart Robertson is listed as Portfolio Manager at The Partners Group at The Partners Group, a company with 158 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at columbiatrustcompany.com, phone signal with area code 503, and a matched LinkedIn profile for Stuart Robertson.

Stuart Robertson previously worked as Portfolio Manager at The Partners Group and Portfolio Manager, AVP at Columbia Trust Company. Stuart Robertson holds Bachelors Of Science, Accounting Minor Economics from University Of Oregon - Charles H. Lundquist College Of Business.

Company email context

Email format at The Partners Group

This section adds company-level context without repeating Stuart Robertson's masked contact details.

{first_initial}{last}@columbiatrustcompany.com
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AeroLeads found 2 current-domain work email signals for Stuart Robertson. Compare company email patterns before reaching out.

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Profile bio

About Stuart Robertson

Stuart Robertson is a Portfolio Manager at The Partners Group at The Partners Group. He possess expertise in customer service.

Listed skills include Customer Service.

Current workplace

Stuart Robertson's current company

Company context helps verify the profile and gives searchers a useful next step.

The Partners Group
The Partners Group
Portfolio Manager at The Partners Group
portland, oregon, united states
Website
tpgrp.com
Employees
158
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Company profile
View company profile Email format
4 roles

Stuart Robertson work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
The Partners Group

Portland, Oregon Metropolitan Area

Jun 2021 - Present

Portfolio Manager, Avp

Columbia Trust Company

Portland, Oregon Area

Served as investment portfolio manager for high-net-worth individuals and organizations - in addition as co-portfolio manager for growth and value equity strategies. Actively participated in new business development efforts with local sales team. Served on Trust Investment Committee which is responsible for portfolio strategy, asset allocation decisions.

Jun 2018 - Jun 2021

Investment Counselor

Fisher Investments

Portland, Oregon Area

  • Fiduciary financial adviser for over 180 high-net-worth relationships. My primary focus was ensuring my client’s needs were met. Served as the primary point of contact for investment relationships and provided.
  • Retained 100% of client relationships for an entire calendar year and was awarded the Retention Excellence Award.
  • Consistently placed in the upper quartile with other advisers in existing client account additions, and client retention.
  • Served as an integral part of corporate training focusing on coaching and development of newly hired advisers.
Sep 2013 - May 2018

Portfolio Management Associate

Keybank

Portland, Oregon Area

  • Served as an integral part of portfolio management team providing customized investment solutions for high net-worth individuals in KeyBank's Private Client Group.
  • Provided portfolio assistance for a book of business of $350 million in assets under management.
  • Assisted directly with sales team to help identify opportunities, tailor proposals and prepare prospective materials for meetings.
  • Traded and rebalanced client accounts according to Investment Policy Statements.
  • Audited and completed Reg. 9 reporting for portfolio accounts.
  • Assisted Trust Tax Department to analyze and prepare fiduciary trust tax returns.
May 2010 - Aug 2013
Team & coworkers

Colleagues at The Partners Group

Other employees you can reach at tpgrp.com. View company contacts for 158 employees →

PK Pat Koenig Pat Koenig Colleague at The Partners Group Redwood City, California, United States, United States View → NR Nancy Reithaar Nancy Reithaar Colleague at The Partners Group Seattle, Washington, United States, United States View → NJ Nichole Jett Nichole Jett Colleague at The Partners Group Portland, Oregon, United States, United States View → SA Scott Averette Scott Averette Colleague at The Partners Group Portland, Oregon Metropolitan Area, United States View → JL Jakob Lutkavage-Dvorscak Jakob Lutkavage-Dvorscak Colleague at The Partners Group Portland, Oregon, United States, United States View → TD Tim D. Kelly Tim D. Kelly Colleague at The Partners Group Lake Oswego, Oregon, United States, United States View → DF Diana Frost Cpfa® Diana Frost Cpfa® Colleague at The Partners Group Sherwood, Oregon, United States, United States View → NB Nicole Bryson, Qka Nicole Bryson, Qka Colleague at The Partners Group Portland, Oregon, United States, United States View → CP Craig Pankow Craig Pankow Colleague at The Partners Group Renton, Washington, United States, United States View → RV Robert Valdez Robert Valdez Colleague at The Partners Group Portland, Oregon, United States, United States View →
1 education record

Stuart Robertson education

FAQ

Frequently asked questions about Stuart Robertson

Quick answers generated from the profile data available on this page.

What company does Stuart Robertson work for?

Stuart Robertson works for The Partners Group.

What is Stuart Robertson's role at The Partners Group?

Stuart Robertson is listed as Portfolio Manager at The Partners Group at The Partners Group.

What is Stuart Robertson's email address?

AeroLeads has found 2 work email signals at @columbiatrustcompany.com for Stuart Robertson at The Partners Group.

What is Stuart Robertson's phone number?

AeroLeads has found 2 phone signal(s) with area code 503 for Stuart Robertson at The Partners Group.

Where is Stuart Robertson based?

Stuart Robertson is based in Portland, Oregon, United States while working with The Partners Group.

What companies has Stuart Robertson worked for?

Stuart Robertson has worked for The Partners Group, Columbia Trust Company, Fisher Investments, and Keybank.

Who are Stuart Robertson's colleagues at The Partners Group?

Stuart Robertson's colleagues at The Partners Group include Pat Koenig, Nancy Reithaar, Nichole Jett, Scott Averette, and Jakob Lutkavage-Dvorscak.

How can I contact Stuart Robertson?

You can use AeroLeads to view verified contact signals for Stuart Robertson at The Partners Group, including work email, phone, and LinkedIn data when available.

What schools did Stuart Robertson attend?

Stuart Robertson holds Bachelors Of Science, Accounting Minor Economics from University Of Oregon - Charles H. Lundquist College Of Business.

What skills is Stuart Robertson known for?

Stuart Robertson is listed with skills including Customer Service.

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