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Robin Patinkin, CFA, CFP
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Robin Patinkin, CFA, CIC, CFP is a Principal with Cedar Hill Associates, LLC an investment advisory firm serving high net worth individuals, families, foundations and endowments. Robin has over a decade of experience in investment management and financial planning with a comprehensive understanding of family interests and issues. Working intimately with clients as well as raising two sons and a daughter now in their twenties, Robin is an expert in guiding individuals through financial life decisions.

Robin is something of a trailblazer having earned a business degree in the 1970s, a time when few women did, and later at age 45, an MBA from Northwestern University Kellogg School of Management with a concentration in finance. Robin became a CFA charterholder, along with her eldest son in 2012. She’s frequently called upon as a panelist speaking on a variety of financial issues, and acts as an expert witness in divorce cases.

Robin credits her father as a major influencer in her life. As a “math girl” during a time when women were discouraged from male dominated careers, her father provided the motivation and confidence to move forward into business. Her path started with IBM immediately after college, a “cream of the crop” training program for any career.

Starting in 1985, Robin took a long break from the workforce to raise her children. Because her husband was building his business and traveling frequently, Robin chose to stay home and was fortunate to have the option. While at home Robin began overseeing their personal finance and investing decisions, she found even with a business degree there was much to learn. Robin reflects that these skills were not taught at school and definitely a taboo subject growing up.

In the year 2000 Robin felt it was time to return to the workforce choosing investment management and financial planning as her career goal. The lessons from her time at home were many and she believed there was a better way. Advisors were more about asset gathering and selling products, less upfront about the things one needs to hear. The greatest lessons came from mistakes and those “shock” events out of our control. Robin continues her quest to make things different for others as knowledge is power especially when it comes to money.

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The Real Housewives of Financial Literacy

(1) Comments | Posted August 28, 2013 | 7:41 PM

Woody Allen's latest film, Blue Jasmine, is the familiar story of an "innocent" socialite whose life comes crashing down after her husband's illegal financial dealings are exposed. Although fictional, Jasmine represents the poster child for many women claiming ignorance about money, relinquishing personal financial matters to a spouse. Jasmine symbolically...

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