Robin Patinkin, CFA, CFP® — Managing Director, Wealth Advisor · The Mather Group, LLC

About

Wealth Management Executive with extensive experience serving ultra/high net worth individuals, families and foundations. Expertise in portfolio management, financial markets, traditional and alternative asset classes, financial planning, customized asset allocations, and client relationship management. High touch "Quarterback" on financial matters including investments, trust/estate issues, retirement planning, charitable giving and financial education.

Public speaker, teacher and panelist on issues relating to Financial Planning and Wealth Management.

Experience

Managing Director, Wealth AdvisorCurrent
The Mather Group, LLC · Chicago, IL
May 2026 – Present
SVP, Senior Wealth Advisor
Focus Partners · Chicago, IL
Jun 2017 – May 2026

Education

Northwestern University - Kellogg School of Management — Master of Business Administration (MBA), Finance, General · 2001 – 2002
Gies College of Business - University of Illinois Urbana-Champaign — B.S.B.A, Marketing

Skills

InvestmentsAsset AllocationPortfolio ManagementWealth ManagementFinancial AnalysisAlternative InvestmentsStrategic PlanningEquities