Robin is a Principal in our Nashville office, where she is responsible for serving individuals and multi-generational families with customized family office and legacy solutions. Robin leverages more than 25 years of expertise supporting the needs of high net worth individuals, including wealth transfer planning and trust management, tax and estate planning, family philanthropy, next generation education and governance. Prior to joining Diversified Trust, Robin was Founder, Chief Executive Officer and Director of Pendleton Square Trust Company, leading the company’s formation and expansion. She previously served as Treasurer and Chief Operating Officer of The Family Office, LLC in Nashville, serving the founders of Dollar General, the Turner Family.
Robin is a sustaining member of the Junior League of Nashville and is a Trustee for the League’s Endowment. Her professional memberships include the American Institute of CPAs, the Tennessee Society of CPAs, the Nashville Estate Planning Council, and the Private Directors Association. Additionally, Robin serves as an independent Director for a Tennessee-based private family trust company.
Robin is a Certified Public Accountant (CPA) and holds an MBA from Southern Methodist University.