Craig Robinson

Craig A. Robinson
Managing Director Division Investment Director Truist Bank

1445 New York Ave NW

4th Floor,

Washington, DC 20005

About me

Background

Craig is the Institutional Investment Director for Truist Wealth. He is based in the Greater Washington area and leads the Institutional Investment Managers and Analysts team that specializes in serving institutional clients. 

Craig’s role is to lead the team that provides Investment Advisory and Outsourced Chief Investment Officer (OCIO) roles for clients. He advises on developing and implementing investment approaches to help clients meet their short- and long-term goals. He follows a disciplined process of assessing an organization’s financial situation, developing and executing an appropriate investment plan, and performing ongoing portfolio maintenance to help achieve measurable results.

Education

Bachelor of Science, Business Administration
Virginia Commonwealth University 1999 2002
Masters of Business Administration
Duke University 2016 2017

Personal Interests

Craig is a founding board member of the Association of Public Finance Professionals of the District of Columbia, Maryland, and Virginia as well as a founding board of member and past Treasurer of the Sojourner Truth Public Charter School in Washington, D.C. Additionally, Craig is the founder of Financial Literacy publisher Nolyne Publishing and three-time children's picture book author. He is a member of the Washington Association of Money Managers and Halcyon honorary board member.

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • An independent third-party agent who ensures that issuers perform their obligations to bondholders according to the terms of the indenture

  • An independent third-party agent who holds funds or assets until the requirements contained in the escrow agreement have been met

Locations

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