Jay Robinson Cpwa

Jay Robinson, CPWA, currently serves as the VP of Mergers & Acquisitions and Partner Development at Mercer Advisors, a position held since January 2024. Previously, Jay was the Managing Director at Charles Schwab from March 2006 to October 2023, and also held the roles of RVP at RBC Dain Rauscher from 2004 to 2006 and Regional Director at Piper Jaffray from 2003 to 2004. Earlier in the career, Jay worked as RVP at Charles Schwab from 1999 to 2003. Jay holds a Bachelor of Business Administration in Business, Management, Marketing, and Related Support Services from the University of Minnesota Duluth.