SignatureFD Appoints Robin Marx Director of Portfolio Management

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 clients.

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SignatureFD Appoints Robin Marx Director of Portfolio Management (Photo: Business Wire)

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.

“Marx 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 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.

Before her role at SunTrust, Marx served as CFO for Keylingo Translations. Previously, she worked for Bank of America for more than 10 years, serving in various roles, including overseeing teams of Portfolio Managers and commercial banking. Marx has a Bachelor of Arts in French and in International Studies from the University of Richmond and her MBA from George Mason University.

About SignatureFD

At SignatureFD, LLC we believe that people want to make an impact with their wealth; and how we invest our time and money into the important relationships in our lives is how we make an impact. SignatureFD, LLC is a purpose-driven financial design firm that helps clients design their financial futures to maximize their impact. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 70+ passionate professionals who manage over $3B+ and has had a client retention rate of 97% since opening its doors in 1997.* For more information, visit www.signaturefd.com.

*Please refer to SignatureFD’s disclosures for client retention calculations.

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Crystal Cooper, 404.253.7606
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