Robin Catlin
Managing Director | Center for Family Wealth at Merrill Lynch
- Role
- Managing Director, Center for Family Wealth at Merrill Lynch
- Location
- Boulder, CO, US
- LinkedIn followers
- 500 followers
About Robin Catlin
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
Experience
Managing Director, Center for Family Wealth
May 2021 — Present · Denver, CO, US
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
2012 — 2014
Sea Education Association
Westward, S-144
1996 — 1996
The Wharton School
Executive Education, Accounting and Finance
2012 — 2012
Newfield Network
Coaching Certificate for Personal and Professional Mastery
2020 — 2021
Colgate University
BA, Environmental Geography
1992 — 1996
College for Financial Planning
CFP
2005 — 2007
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.