Robbie LeisAssociate, Private Wealth Client Service
How Robbie Can Help You
Robbie focuses on making sure our client’s operational matters are handled with care.
What Makes Robbie Knowledgeable
Robbie joined Berman | Cresset in 2020 as a Client Service Associate. Before joining Berman | Cresset, Robbie worked as a Product Analyst at Angel Oak Capital Advisors where he focused on promoting the firm’s private strategies to institutional investors. He was responsible for writing monthly commentary and managing client requests for the Institutional Client Group. Prior to Angel Oak, he worked as a Capital Markets Analyst at Regions Bank within the Foreign Exchange group. There, his focus was on preparing and distributing marketing materials to FX clients and managing the settlement process of foreign currency options, forwards, and multi-currency loans. Robbie began his career as a Junior Trader at Universa Investments, a Miami-based hedge fund specializing in tail-risk hedging and portfolio protection from “Black Swan” events. Robbie graduated from The University of Mississippi with a Bachelor of Business Administration in Finance and Marketing.
Getting to Know Robbie
Robbie and his wife, Melissa, live in the Buckhead area of Atlanta. In his spare time, he enjoys playing tennis, fishing, and being outdoors.