See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Stephen Robshaw profile image

Stephen Robshaw

President at Robshaw & Julian Associates, Inc.
Intro Book
Seasoned finance expert with 45 years of experience in investments, strategic planning, and financial analysis.
  • Claim this Profile
Location
East Amherst, New York, United States...
Skills
  • Investments
  • Strategic Planning
  • Financial Analysis
  • Management
  • Strategic Financial Planning
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Stephen Robshaw is a seasoned finance expert with 45 years of experience in investments, strategic planning, and financial analysis. He has held senior positions at M&T Bank, H.C. Wainwright, and Robshaw & Julian Associates, Inc., where he has provided financial planning, investment portfolio management, and strategic financial planning services to individuals and institutions. He has also lectured in finance and investment management at Millard Fillmore College.

Experience

  • Robshaw & Julian Associates, Inc.
    • President
      • 1979 - Present

      - Financial Planning to help individuals prepare for the big expenses of life, their children's college education and their retirement. - Investment Portfolio Management. A proven program designed to help individuals and institutions reach their financial goals with minimum risk and maximum p...

  • Millard Fillmore College
    • Professor
      • 1978 - 1980

      - Lectured in finance and investment management

  • M&T Bank
    • Vice President
      • 1971 - 1979

      - Officer in charge of the Bank’s Investment Department.- Chief Investment Officer responsible for investment strategies applied to individual, trust and employee benefit accounts.- Director of Research accountable for the research activities of the Investment Function.- Security Analyst responsi...

  • H.C. Wainwright
    • Security Analyst
      • 1969 - 1971

      - Responsible for reporting on fundamental economic and business variables as they impact individual companies within specific industries.

Education

  • 1962 - 1966
    College of the Holy Cross
  • Buffalo State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles