RobustWealth’s technology suite was developed by experienced industry experts to help investment advisors optimize their practices. The platform seamlessly integrates an array of features into one suite. Those features include: automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals-&-risk based investment portfolios, and the open architecture use of investment options.

Executive Team

Mike Kerins

Mike Kerins, CFA, FRM

Founder & Chief Executive Officer

Rick Frisbie

Rick Frisbie

Chairman

Catherine Reese

Catherine Reese

Chief Compliance Officer

Jessica Wilson

Jessica Wilson

VP of Sales & Strategic Relationships

Chris Kerins

Chris Kerins

Chief Technology Officer

Robert Cavallaro

Robert Cavallaro

Chief Investment Officer

Brian Hansen

Brian Hansen

Chief Financial Officer

Serena Ziskroit

Serena Ziskroit

VP, People

Investment Management & Trading

Doug Carter

Doug Carter

VP, Introducing Broker Dealer

Rajesh Gaur

Rajesh Gaur

VP, Multi-Asset Trading

Kevin Rice

Kevin Rice

Quantitative Analyst

Sales & Advisor Services

Ryan Horvath

Ryan Horvath

VP, Advisor Services

Monica Ryu

Monica Ryu

AVP, RIA Sales

Miles Nolen

Miles Nolen, AIF

AVP, RIA Sales

Dillon Kenniston

Dillon Kenniston

AVP, Implementation Architect

Marketing, Client Services & Operations

Frank Macinsky

Frank Macinsky

Director of Marketing

Stephanie Sager

Stephanie Sager

AVP, Marketing and Media Relations

Steven Glenn

Steven Glenn

AVP, Operations

Alfia Fahrutdinova

Alfia Fahrutdinova

Client Experience Manager

Product Development

Jessica Wooke

Jessica Wooke

VP, Product Development

Mo Harrim

Mo Harrim

VP, Product Development

Cheryl Myers

Cheryl Myers

AVP, Product Manager

Platform Development

Marc Reed

Marc Reed

VP, Engineering

Ed Crespy

Ed Crespy

VP, Cloud Architecture

Roja Adevelly

Roja Adevelly

Developer

Andrei Alexandrov

Andrei Alexandrov

Developer

Jes Cane

Jes Cane

Developer

Prajacta Khopkar

Prajacta Khopkar

Developer

Ming Li

Ming Li

Developer

Jose Martinez

Jose Martinez

Developer

Vaibhav Patel

Vaibhav Patel

Developer

Edwin Rosete

Edwin Bryan Rosete

Sr. UX Designer

Aniket Sarkar

Aniket Sarkar

Developer

Advisory Board

John Augenblick

John Augenblick, CFP

Bill Borchert

Bill Borchert

J.D. Bruce

J.D. Bruce

Robert Dunn

Robert Dunn, CFP

Kimberly Foss

Kimberly Foss, CFP, CPWA

John Horvath

John Horvath, CPA

David Lichtblau

David Lichtblau

John Macllwaine

John MacIlwaine

Daniel Robinson

Daniel Robinson

Sue Thompson

Sue Thompson, CPA, JD

Richard Simkus

Richard Simkus

STEM Lab

RobustWealth Overview Video

Get a behind-the-scenes look at RobustWealth! Our team, platform & hometown take on a starring role in this video.

STEM Lab

RobustWealth STEM Lab at the Children's Day School Trenton

The RobustWealth STEM Lab was Founded by Michael Kerins, CFA, FRM and his team at RobustWealth.

Enhance Your Brand

RobustWealth Advisor Insights: Enhance Your Brand

Sunny Lenarduzzi speak on how to enhance your brand as an advisor through the use of various social media platforms.

Life at RobustWealth

RobustWealth is a fast-growing financial technology company. We pride ourselves on our tight-knit team and help provide investment advisors and community banks with a full technology stack, investment services and business automation. We are Headquartered in Lambertville, NJ with offices in Denver, CO and San Francisco, CA.

As a RobustWealth Specialist, you will help financial advisors automate their practice using RobustWealth's technology, investment services and portfolio rebalancing capabilities. You will interact directly with prospective and current clients on their business automation needs. Your day encompasses reaching out to clients/prospects, giving software demos, and answering advisors' questions about RobustWealth's platform.

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