Meet Our Team – Robertson

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Who We Are
- About Us
- Meet Our Team
Contact us

Wealth Management
- Family Office Management
- Wealth Management
Investment Management
- Investment Management
Investment Banking
- Financial Advisory
Who We Are
- About Us
- Meet Our Team
Contact us

Our Team

Meet the Robertson Investment Team

Executive Management

Chase M. Robertson
Managing Partner
Sonia Joao
Managing Partner
Patricia Ross
Partner, Emeritus
Peggy Tuck
Partner, Emeritus
Robert Moreiro
Managing Director & Chief Compliance Officer
John H. Nghiem
Global Head, Private Capital

Investment Professionals

Fred Mecklenburg Sr.
Global Head, Fixed Income
Chase M. Robertson
Global Head, Private Equity Latin America
Charles Sizemore, CFA
Global Head, Equities
Thomas Richards
Executive Vice President, Private Equity
Holt Johnson
Associate, Private Equity

Financial & Business Development

John Langston
Managing Director, Financial & Fiduciary Advisor
Dawn M. Trammell
Managing Director, Financial & Fiduciary Advisor
Robert W. Kasten
Managing Director, Financial & Fiduciary Advisor
John "Jack" Geresi
Vice President, Business Development
Robert A. Yrshus
Managing Director, Corporate Business Development

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Operations Professionals

Rhonda Shuman
Chief Administrative Officer
Oksana Mecklenburg
Vice President, Operations
Jeannine Merrill
Vice President, Registered Sales Assistant
Carol Dellinger
Vice President, Accounting & Finance

Managing Partners

Robertson Investment Management, LLC. is a registered investment adviser with the Securities and Exchange Commission (“SEC”).

Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Investments and/or investment strategies involve risk including the possible loss of principal.

There is no assurance that any investment strategy will achieve its objectives. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature.

Robertson Investment Management, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency.

A copy of the firm’s Disclosure Brochure (“Form ADV Part 2A”) and Client Relationship Summary (“Form CRS”) discussing its business operations, services, and fees are available on the SEC’s website at www.adviserinfo.sec.gov.

FINRA Broker Check
Form ADV Part 2A
Form CRS

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