People come first at TradePMR. There is nothing more important than our advisors, our team and our health. To that end, we have decided to postpone Synergy to January 22, 2021.

Robb Baldwin

President | Chief Executive Officer TradePMR

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.

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.

Grant Hill

Professional and Collegiate Basketball Legend

One of the most accomplished NBA and college players of his generation, Grant Hill was inducted into the Naismith Basketball Hall of Fame’s 2018 class. The seven-time NBA All-Star and two-time NCAA Champion has made the successful transition from 19 years as a professional athlete to leadership in business along with several television broadcasting roles.

Shortly after he entered the NBA in 1994, Grant established Hill Ventures, a private company through which he has successfully invested in commercial real estate ventures including several multi-family complexes and other commercial real estate in Florida, Arizona, North Carolina and Washington, D.C. Grant is a featured speaker before business, academic and large sales audiences addressing a range of topics including the NBA, the importance of teamwork, the private equity business, art, music and contemporary culture.

Grant also has significant and important broadcasting roles with CBS Sports, Turner Sports and NBATV. Currently, Hill co-hosts NBA Inside Stuff on NBA TV, spanning the NBA regular season. Grant is also a studio analyst on NBA TV’s GameTime. Grant also serves as an occasional studio analyst on TNT’s Inside the NBA.

Prior to the NBA, Grant was two-time national champion at Duke University. He spent four years playing for the Blue Devils and was inducted into the Duke Athletics Hall of Fame Class of 2016 for his contributions to the program. Grant was named the 2017 recipient of the NCAA President’s Gerald R. Ford Award, recognizing his significant leadership as an advocate for college sports.

Hill currently serves as co-owner and vice president of the board of the Atlanta Hawks. He divides his time between Atlanta and Orlando with his wife, Tamia, a 7-time Grammy-nominated singer, and their two daughters.

John R. DiJulius III

Chief Revolution Officer

Have you ever wondered how there are some brands customers cannot live without? Do you think it is possible to make price irrelevant? John DiJulius will show you how to do both. John is the authority on World-Class customer experience. He is an international consultant, keynote speaker, and best-selling author of five customer service books.

His newest book, The Relationship Economy – Building Stronger Customer Connections in The Digital Age (Greenleaf Books October 2019) could not be timelier in the world we are living in. John has worked with companies such as The Ritz-Carlton, Lexus, Starbucks, Nordstrom, Nestlé, Marriott Hotels, PwC, Celebrity Cruises, Anytime Fitness, Progressive Insurance, Harley-Davidson, Chick-fil-A, and many more.

John isn’t just talking about it, he lives it, as a very successful entrepreneur. He is the founder of three businesses: The DiJulius Group, an international customer service consulting firm, John Robert’s Spa, a chain of upscale salons in Northeast Ohio, and Believe in Dreams, a non-profit that helps make dreams come true for deserving children.

John will demonstrate how you can make customer service your single biggest competitive advantage, become the brand customers cannot live without and make price irrelevant!

Bill Coppel 

Managing Director, Chief Client Growth Officer First Clearing

 As a member of the First Clearing Leadership Team, Bill leads First Clearing’s organic growth and productivity initiative, as well as its platform-adoption initiatives. He also oversees First Clearing’s thought leadership efforts, brand positioning and market strategy, leading a team of seasoned communications and marketing professionals.

After starting his career as a financial advisor, Bill rose to senior management positions in retail sales, marketing and product development, as well as on the clearing side of the business. Throughout, he has been active in the industry, serving on the Financial Services Institute Broker-Dealer Conference Task Force, the SIFMA Membership Committee and the SIFMA Sales & Marketing Committee.

Formerly a nationally ranked age-group triathlete for over 10 years, Bill also has an extensive background in wellness, with experience in fitness, nutrition, human performance and mindbody connections. Recently, he has been exploring how wellness intersects with financial services: If the ultimate goal is to achieve well-being in all areas of life, then financial advisors are uniquely positioned to help clients do just that, he asserts. In fact, for advisors to remain relevant in the 21st century, they will need to deliver value beyond that of an algorithm — value not limited to investment management. Bill is now developing First Clearing’s vision for the future of advice, in which the role of the financial intermediary — the advisor — includes the delivery of services aimed at “Cultivating Client Well-Being.”

Bill serves on the board for the Missouri History Museum, and volunteers for The Mission Continues and KidSmart. He earned a bachelor’s degree in political science from Fairfield University, holds an MBA from Olin Business School at Washington University in St. Louis and is a graduate of the SIFMA Securities Industry Institute at The Wharton School of the University of Pennsylvania.

Allison Schrager

Award-winning journalist at Quartz & author of An Economist Walks into a Brothel.

Allison Schrager is an economist, a senior fellow at the Manhattan Institute, contributing journalist at Quartz , and co-founder of LifeCycle Finance Partners, LLC, a risk advisory firm that develops innovative technology solutions to finance retirement. 

Allison diversified her career by working in finance, policy, and media. She led retirement product innovation at Dimensional Fund Advisors and consulted to international organizations, including the OECD and IMF.  She has also been a regular contributor to the Economist, Reuters, and  Bloomberg Businessweek. Her writing has also appeared in Playboy, Wired  and Foreign Affairs. 

Her book, An Economist Walks into a Brothel,  takes everything she learned about risk management and applies it to corners of the economy far from financial markets. She has a PhD in economics from Columbia University, currently teaches at New York University, and lives in New York City.

Rob Dilbone

Vice President|Managing Director

TradePMR

Scott Victoria

Chief Operations Officer

TradePMR

Brandon Storch

Director of Advisor Services

TradePMR

TradePMR, Inc.

P.O. Box 358230

Gainesville, FL 32635

888.723.3767 x602

Events@TradePMR.com