Experience

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  Sears holdings management corporation

  Dec 1989 - Feb 1994

  Systems analyst

  Designed program applications for the National Product Services systemImplemented standards of quality in program design as member of Quality Assurance TeamSpecialized in program debugging and complex logic design

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  Chicago investment analytics, a division of schwab capital markets

  Dec 1995 - Sept 2000

  Senior quantitative analyst

   Created a market-neutral strategy for a national bank’s $50 million hedge fund Developed blend style strategies identifying stocks that outperform and underperform benchmarks for multimillion-dollar long and long/short portfolios Optimized equity rankings correlated to future stock returns within custom investable universes Completed original return-factor research for inclusion in firm’s new Growth-At-Reasonable-Price and Growth stock ranking models Published bimonthly studies concerning model usage and implementation Show less

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  Alpha logic

  Sept 2000 - Apr 2011

  Senior equities analyst/founder

  Created company to provide consulting services to institutional investment managers. Improved equity portfolio returns by producing customized research solutions which are based on fundamental analysis, yet executed quantitatively.Conducted unbiased research that is the primary driver for an equity portfolio which outperformed the benchmark by a 3% average per annum over 4 years with only 1% active riskOptimized return factors with respect to risk modeling Directed the development of an equity return factor libraryManaged a five person staff in financial database implementation projects and research Analyzed financial statements to determine earnings and cash flow trends, financial quality, and recommended adjustmentsDeveloped equity factor models which allowed portfolio to average 12% unleveraged returns over the last 5 yearsResearched characteristics/factors based on objective statistical measures that are correlated with future returns of individual U.S. and non-U.S. equitiesManaged a three person staff in the research and implementation of a high-frequency, intra-day trading strategy Show less

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  Zacks investment research

  Apr 2011 - Dec 2012

  Senior analyst/product manager

   Managed five stock portfolios that outperformed the S&P 500 and traded on FOLIOfn Wrote and published original content to support marketing efforts via investment website, online magazine, and social media campaign  Created formulas and marketing materials for two stock scoring models (Value and Growth)

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  Bmo harris bank

  Dec 2012 - Aug 2017

   Performed manager due diligence on ETFs, mutual funds, SMAs and ‘40 Act alternative funds for BMO Private Bank’s $47B AUM Selected to the following committees: Open Architecture (Chair), Mutual Fund Models, Asset Allocation, and Personal Asset Management  Designed and recommended optimal strategic and tactical portfolios based on the evaluation of risk, return, and correlations within the Model Portfolio and Asset Allocation teams Built portfolios using nontraditional asset classes and provided supporting analysis of risk and expected return Show less

  • Vice President | Senior Portfolio Strategist

    Apr 2017 - Aug 2017

  • Assistant Vice President|Portfolio Strategist

    Dec 2012 - Mar 2017
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  Retirement plan advisors

  Sept 2017 - Sept 2022

  Chief investment officer

   Direct a tactical $271M managed account service for retirement plan participants averaging 170 bps annualized return above the benchmark since 2017  Chair the Investment Committee by gathering and presenting market and economic data Identify best-in-class ESG and MWBE asset managers Perform manager due diligence on investment strategies for firm’s $4.7B AUA Manage custom strategic Target Risk portfolios Completed research and modeling for custom Target Date Funds Implement retirement plan redesigns based on behavioral finance and industry best-practices Produce managed account performance metrics and attribution Show less

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  The national bank of indianapolis

  Sept 2022 - now

  Vice president & senior portfolio manager

  Mr. Robbins manages portfolio accounts, providing his clients with superior service and expertise in analyzing and recommending stocks, bonds and outside money managers. He advises clients on specific oversight and management of the mutual fund and equity investment process.