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Jay Robinson

Vice President, M&A Partner Development

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Jay has worked in the financial services industry for more than 30 years, with 20 years dedicated to the RIA industry. Jay has extensive experience helping RIAs of all sizes create stronger businesses to better serve their clients and teams. Prior to Mercer Advisors, Jay worked in the Advisor Services business of Charles Schwab. He was responsible for providing leadership, sales management, and coaching to a team of Relationship Managers who covered the Midwest territory, which included more than $325 billion in assets. Previously, Jay led regional sales teams at broker-dealers and began his career as a financial planner at Ameriprise.

Jay holds a Bachelor of Science in Business Administration from the University of Minnesota Duluth.