Dennis Robinson is President of a Private Family Trust Company, where he oversees the day-to-day operations and administration of the company, while also sitting on the Investment Committee. Prior to joining Synergy, Dennis was a Senior Vice President and Portfolio Manager of a Denver-based Private Trust Bank and Investment Manager with tailored services for foundations and non-profits, business owners, and high net worth individuals. In his role, Dennis’ acted as the primary contact for Wealth Planning and Investment Management clients for the institution, helping to create and deliver tailored solutions to achieve their short- and long-term goals. More broadly, Dennis’ two decades in financial services include consulting roles across numerous areas of the financial services industry.
Originally from southern New Jersey, he holds dual Bachelor of Arts degrees from the School of Liberal Arts and the School of Communications at Penn State University, in State College, Pennsylvania. He also holds a Masters in Business Administration with a concentration in Finance from the Daniel’s College of Business at the University of Denver. Dennis is a CERTIFIED FINANCIAL PLANNERTM designee and a 21/64 Certified Advisor.
Outside of work, Dennis and his family reside in Park City, Utah, where they enjoy outdoor activities of all sorts; camping, cycling and hiking in the summer, skiing in the winter and everything in between. A couple fun fact conversation starters to ask Dennis about is his experience as a wedding officiant, marrying more than 50 couples or visiting all 30 MLB stadiums.
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