James M. Robbins, CIMA®

Shareholder, Senior Client Advisor; Chair, Meristem Investment Committee

james-robbins

Through experience working in his youth, Jim Robbins realized that the concept of building wealth through service to others was important. These qualities continued to deepen and grow as he earned a BA in Economics, his CIMA designation and worked alongside Charlie Maxwell for 24 years to create what is now known as Meristem.

Jim’s responsibilities over the years have run the full spectrum. While his current responsibilities primarily revolve around helping Meristem’s clients and their families, he also imparts to the client advisor professionals he leads the importance of the significant role they play in partnering with their clients to reach their financial goals. Jim is the Chair of Meristem’s Investment Committee.  Jim’s good-natured (and good-humored) attitude draws a collaborative team of advisors who serve Meristem families by generating a process around complex financial lives. He enjoys spending time with his wife and their four children.

WORK EXPERIENCE

Meristem
Partner, Senior Client Advisor, 2005 – present

Sage Partnership
Client Advisor, 2003 – 2005

Advisors Financial Services
Client Advisor, 1999 – 2003

CIGNA Financial Advisors/Lincoln Financial Group
Registered Representative, 1996 – 1999

EDUCATION

University of Minnesota – Duluth
BA, Economics (1996)

PROFESSIONAL DESIGNATIONS

Certified Investment Management Analyst, CIMA® (2004)
Series 65 (2015)

PROFESSIONAL AFFILIATIONS

Investment Management Consultants Association, Member

INTERESTS/HOBBIES

Exercising, golfing, spending time with family, and relaxing ‘up north’ at the cabin