Background
Managing Director, RIA Partnerships
Jay Robinson brings 30 years of financial services experience to The Well, with more than two decades spent exclusively in the RIA ecosystem. He served as Regional Manager at Charles Schwab Advisor Services and as VP of Partner Development at Mercer Advisors.
Jay has spent his career inside the rooms where RIA firms make decisions about growth, about team, about what they need next. He speaks the language of the firms The Well serves because he spent decades alongside them.