2019 Fall Conference Speaker

In 2015, Michael Kerins, CFA, FRM founded RobustWealth. Mike started the company after spending eight years at Franklin Templeton, where he managed an investment team overseeing a global portfolio of assets equaling $40 billion. He also served as head of asset class research and has expertise spanning strategic and tactical asset allocation, portfolio construction, target date strategies, and liquid alternatives. Since 2015, Mike has grown the company to more than 75 employees in more than 5 states and 2 different counties and currently serves as CEO. RobustWealth, which was acquired by Principal Financial Group in 2018, was developed by advisors for advisors to minimize back-office headaches, so firms can focus on building long-lasting relationships with clients. Three connected experiences – Client, Advisor, and Enterprise – seamlessly integrate an array of features including automated rebalancing, billing/reporting, document vaults, electronic account opening, goal-based investment portfolios, tax loss harvesting, and flexible investment options. Each feature neatly fits into a suite of services that can be completely white labeled to keep your firm front-and-center. Mike is a CFA charter holder as well as a certified Financial Risk Manager. When he’s not in the office, Mike enjoys spending time with his wife and three children and doing pretty much anything that involves the outdoors.