ATLANTA, GA – December 10, 2018 – SignatureFD, a leading financial design and advisory firm that helps clients make an impact with their wealth, today announced the appointment of Robin Lee Marx as the company’s Director of Portfolio Management. Marx will oversee client investment strategy and execution, helping the team design and monitor customized portfolios for each client. Marx will also support the client relationship team regarding the delivery and communication of SignatureFD’s unique investment concepts and beliefs to our clients.
Marx, a CFA® and CFP®, has more than 20 years of experience in banking and finance, working with both large corporations and small businesses. Prior to joining SignatureFD, Marx served as an Investment Portfolio Manager for SunTrust for nearly five years.
“Robin has deep experience in working with finance organizations to build investment portfolio strategies that help clients reach and exceed their wealth goals,” said David Fisher, Co-Founder and Chief Investment Officer at SignatureFD. “Her expertise will be critical as we continue on our mission to provide 10,000 families with Financial Design for Life, a holistic approach to building wealth that makes a real impact.”
“SignatureFD has a built a longstanding legacy of helping their clients make an impact with their wealth, which has led to a 97% client retention rate since they opened their doors,” said Robin Marx, Director of Portfolio Management at SignatureFD. “I’m excited to help SignatureFD continue to generate meaningful results through strategic investment execution.”
View Robin Marx’s full bio here.