Profile

David Robinson

Head of Strategic Relationships

With nearly 30 years spent cultivating relationships in the financial landscape, Dave Robinson isn’t just making connections, he’s building bridges. As the newly appointed Executive Vice President & Head of Strategic Relationships at SMArtX Advisory Solutions, Dave will lead the charge in forging partnerships with institutional RIAs, Broker-Dealers, Custodians, TAMPS and FinTech firms to deliver efficiency, scale, breadth of product, and modern managed account technology. Dave’s journey began at FundQuest Inc., a pioneering Turnkey Asset Management Program (TAMP). He then honed his skills at Envestnet, where he led strategic initiatives for their largest clients and helped breakaway advisors build their own RIAs. Whether collaborating with asset managers, guiding national accounts, or heading client service teams, Dave has a knack for understanding what makes each player tick and finding win-win solutions.

Passionate about innovation and collaboration, Dave brings a wealth of experience and genuine enthusiasm to his role. He’s not just closing deals, he’s building lasting relationships based on trust and mutual success. In his own words, “It’s all about finding common ground and working together to create something bigger than ourselves.”