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

Robert Cavallaro

Robert Cavallaro

Chief Investment Officer

Chris Kerins

Chris Kerins

Chief Technology Officer

Jessica Wooke

Jessica Wooke

Chief Product Officer

Jessica Henricksen

Jessica Henricksen

Chief Operating Officer

Catherine Reese

Catherine Reese

Chief Compliance Officer

Serena Ziskroit

Serena Ziskroit, JD, MAPP

Chief People Officer

Frank Macinsky

Frank Macinsky

Vice President, Marketing

Ryan Horvath

Ryan Horvath

Director, Advisor Services

Ed Crespy

Ed Crespy

Vice President, Engineering

Marc Reed

Marc Reed

Director, Technology

Andy Cleff

Andy Cleff

Director, Product Engineering & Agility

Sales

Jerry Bannabeau

Jerry Bonnabeau

VP, Sales, Managed Accounts

Sue Summers

Sue Summers, CIMA®

Director, Enterprise Sales

Miles Nolen

Miles Nolen, AIF

AVP, RIA Sales

Dillon Kenniston

Dillon Kenniston

AVP, Enterprise Implementation Architect

Steven Glenn

Steven Glenn

Sales Operations Associate

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

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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