Ryan Robinson

About Ryan Robinson

In my current role, I am Managing Director and North America Team Lead for Endowments…

Experience

1. Managing Director, North America Team Lead

   Citi

   Oct 2022 — Present

   Directly accountable for building and growing Citi\'s endowment, foundation, and nonprofit practice. In my role, my primary responsibilities include- Serve as the key point of contact for numerous relationships driving the client experience from initial prospecting to onboarding to continued investment management, including participation in board and investment committee meetings- Provide Investment Advisory Services for a broad array of E&F portfolios, generally balanced, but customized to address each client’s unique needs. This includes deep knowledge of traditional portfolio management, equity and fixed income portfolios, liquidity management, as well as alternative investments (Private Equity, Real Estate and Hedge Funds) as deemed appropriate in each client situation- Work with E&F clients in the development of investment policy statements and strategies to achieve related spending policies- Arrange and lead regular (quarterly) investment and business reviews with E&F client boards and investment committees- Maintenance of active contact with known referral source relationships and prospective clients and proactive efforts to develop new business opportunities, including partnering with Citi Private Bankers- Contribute to the development of responses to requests-for-proposals (RFPs)- Coordination and execution of presentations on the firm’s investment and service capabilities, including developing content and managing meetings for prospective clients and their boards- Serve as a technical expert and coach to colleagues with regard to markets, economic events, institutional investment strategies, portfolio construction, strategic/tactical asset allocation, manager selection, ESG/Impact investments, investment policy statement construction, nonprofit best practices, and new business presentations.