Robin Patin
Senior Director, Wealth Management
Growing up as the daughter of a schoolteacher and truck driver, Robin learned the power of financial literacy early on.
Robin has an established process for gaining a deep understanding of her client's financial and emotional needs and creating a customized plan to help them achieve their long-term goals. Her philosophy is to go above and beyond her role as a wealth manager to be a true thought partner and champion for her clients.
Before her time with the former Enso Wealth Management firm (now part of the Choreo family), Robin served as a financial advisor with Edward Jones for six years.
Robin is passionate about improving financial literacy, as well as supporting women of color in the finance industry.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CPWA®
- CFP®
EDUCATION
- Master of Arts, Health, New York University
- Bachelor of Science, Management (Finance) and Psychology, Rensselaer Polytechnic Institute
