Brian Robertson

Managing Director
// Wealth Management

Brian Robertson is a 15 year veteran of the securities industry. As an investment manager, Mr. Robertson utilizes core model portfolios augmented by well researched, cyclical and tactical opportunities to create Alpha for his clients. Mr. Robertson started his career at Smith Barney as a private wealth manager for their corporate services division. He was recruited to Maxim Group from Laidlaw & Co UK where he was a managing director for eight years and cofounded Laidlaw Asset Management LLC. Mr. Robertson graduated from Elmira College with a degree in Business where he excelled in both Varsity Basketball and Golf. Away from the office, Brian is an avid golfer and traveler who spends most of his time with his young family.

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