Belin Robertson
Senior Vice President @UBS
Newport Beach, CA, US
EMAILS
b••••••••@ubs.com
MOBILE NUMBERS
+19•••••••19
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WORK HISTORY
Feb 2025 — Present
Senior Vice President @UBS
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Irvine, CA, US
EDUCATION
1990 — 1994
Lehigh University
Bachelor of Arts (B.A.), Cum Laude, History
1998 — 2000
USC Marshall School of Business
Master of Business Administration (MBA)
SKILLS
Trust ManagementEstate AdministrationEquitiesEstate Tax PlanningEstate & Gift TaxationFixed IncomeSecuritiesInvestmentsInvestment ManagementEstate PlanningInvestment StrategiesAlternative InvestmentsPrivate EquityPortfolio ManagementWealthIrrevocable Life Insurance TrustsStrategic PlanningAsset ManagementWealth ManagementManagementFinancial AdvisoryFinancePrivate BankingTrust ServicesMergers & AcquisitionsInvestment AdvisoryAsset AllocationMutual FundsTrustsFamily OfficeCapital MarketsWealth Management ServicesFinancial ServicesHedge FundsStocksCharitable Trusts
ABOUT BELIN ROBERTSON
At Wilmington Trust in Southern California, I focus on trust solutions to help advisors…
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