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Danielle Robinson, IACCP®

Danielle Robinson, IACCP®

Manager, Wealth Operations

  • Pittsburgh, PA
  • Where the Red Fern Grows | Elf
  • Integrity, compassion, and confidence

Corporate Operations

Danielle is a manager of wealth operations working in the Phoenix, Arizona, CAPTRUST office.

CAPTRUST welcomed Danielle to our team in 2020. Her primary responsibility is to manage the client support services team. She also has a role in technology implementation, integrations, and building custodial relationships.

Danielle joined CAPTRUST from MRA Associates—an independent advisory firm with the prestigious CEFEX certification from the Centre for Fiduciary Excellence. There, she served as a client support services team manager and a member of the Compliance Committee.

Prior to joining MRA Associates in 2008, Danielle worked for Wilmington Trust Company.

When she is not at the office, Danielle enjoys spending time with her family and dogs, volunteering, hiking, and traveling.

Education

  • Bachelor of Science degree in business administration and economics from Slippery Rock University of Pennsylvania

Industry Designations

  • Investment Adviser Certified Compliance Professional®

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