Asset Vantage
Robin Williams has over 20 years of experience in various leadership roles within the technology and wealth management industries. Robin currently serves as the Managing Director of Asset Vantage, where they focus on technology and engineering operations. Prior to this, Williams was the Managing Director of Institutional Relationships at Archway Technology Partners, LLC, a leading provider of wealth management solutions. Robin also held the position of Managing Director, Product Management & Chief Technology Officer at Private Client Resources, where they played a key role in innovation and value creation for high net worth families. Williams began their career at DataLan, where they served as the Director of Technical Services for over a decade.
Robin Williams attended the College of Charleston, although details such as the start year, end year, degree name, and field of study are not provided.
This person is not in any offices
Asset Vantage
1 followers
Asset Vantage was founded in 2011 by a family office and technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to the complex financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that service them. The fully configurable software provides comprehensive portfolio reporting, full GL accounting, reconciliation, data aggregation and an analytics platform encompassing all asset classes, currencies and geographies. AV serves hundreds of Single Family Offices, Multi Family Offices and CPA firms across North America, Middle East and India.