Farmingdale, NY, May 29, 2014 –(PR.com)– Robin Coady Smith was born in Southampton, New York. She attained her M.B.A. from New York University and began her professional career with Bankers Trust Company in New York. From the 1980’s to 2002, she held various roles with trust companies specifically in investment partnerships, trusts and transfers. She specializes in multi-generational family offices versus private family trust companies. Ms Smith is the Co-Founder and Managing Director at Privatus CI³O Services. She has 25+ years of experience in family wealth management, but among her highest priorities is the ability to listen and explain. Ms. Smith has served as interim head of two private family trust companies and is highly regarded for her expertise as facilitator and collaborator with family members, staff and advisors. She is affiliated with Ivy Plus and, in her free time, enjoys physical fitness and travel.
The Professional of the Year membership in America’s Registry is awarded to those candidates who have achieved recognition in their respective industry or profession for their accomplishments and who have established a commendable reputation. This membership honors individuals who have reached the highest standards of business practices and, as such, should be recognized for their standings in the business world. America’s Registry is pleased to honor them.
America's Registry of Outstanding Professionals
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