2020 Speakers

Robb Baldwin

President | Chief Executive Officer
TradePMR, Inc.

Robb is the founder, President and CEO of TradePMR. The firm provides technology, support and services to Registered Investment Advisors through its own innovative management platform.

TradePMR was born out of Robb’s personal experience with a difficult transition in his own RIA firm during the merger of two major custodians. Since 1998, TradePMR has focused on combining exceptional service with a truly innovative technology platform. The objective is to improve workflow, increase margins and bring new levels of efficiency to the firm’s advisor clients, allowing them to focus more on their customers and less on back office infrastructure.

Robb has over thirty years of experience across the brokerage and RIA industries. Over the course of his career, he has helped individuals and institutions in virtually every aspect of the investment advisory business.

Today, TradePMR continues to fulfill Robb’s original goal of helping advisors find their true independence by seeking to provide the absolute highest and best technology and service in the industry.

Robb is a Florida native, he and his wife Monika, have five children. He holds Series 4, 6, 7, 24, 26, 53, 55 and 63 licenses.

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Innovate. Integrate. Cultivate.

Trade-PMR, Inc.

P.O. Box 358230

Gainesville, Fl 32635

888.723.3767 x602

Events@TradePMR.com