Rob Robertson Headshot | Dakota Investments

Rob Robertson

Chief Revenue Officer

Joining Dakota in 2017 as part of the Institutional sales team, Rob Robertson managed traditional mutual fund and ETF accounts, developed new business, and assisted the team through internal and external sales.

More recently, Rob has taken on the role of Director of Sales for Dakota’s Marketplace platform, which includes direct sales and new business development. He's been the leader of growth for Marketplace and has been integral in the development of its current and prospective sales pipeline.

Prior to joining Dakota, Rob held the position of internal wholesaler for Franklin Square Capital Partners, where he maintained relationships with financial advisors throughout the Philadelphia area. He earned his bachelor’s degree in Economics from Lafayette College.

Schedule a 15 Minute Consulation


925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

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