Our Staff
Meet the Robertson Wealth Management Team
Executive Management
Chase Robertson
Managing Partner
Co-Host, Straight Talk Money
Sonia Joao
Senior Partner & Chief Operating Officer
Peggy Tuck
President, STM Broadcasting, LLC
Patricia Ross
Managing Director,
Chief Compliance Officer
Investment Professionals
Ellias Stabinsky
Sr Managing Dir, Portfolio Manager
Preferred Equity
Fred Mecklenburg, Sr
Global Head, Fixed Income
Charles Sizemore, CFA
Managing Director,
Global Head, Equity Strategy
Chase M Robertson
Global Head, Private Equity
Latin America
Financial & Fiduciary Advisors
John Langston
Managing Director,
Financial & Fiduciary Advisor
Dawn M Trammell
Managing Director,
Financial & Fiduciary Advisor
Patrick McGill
Managing Director
Global Head, Airlines & Transportation
Robert W Kasten
Managing Director,
Financial & Fiduciary Advisor
Operations Professionals
Rhonda Shuman
Chief Administrative Officer
Oksana Mecklenburg
Vice-President,
Operations
Carol Dellinger
Vice-President,
Accounting and Finance
Jeannine Merrill
Vice-President,
Registered Sales Assistant
Straight Talk Money
Chase M Robertson
Co-Host, Straight Talk Money
Peggy Tuck
Co-Host, Straight Talk Money
President, STM Broadcasting, LLC
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