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