Thomas R. (Tom) Robinson, PhD, CFA, CFP, CAIA
Chief Investment Officer and CEO
Tom Robinson recently founded Robinson Global Investment Management LLC after retiring from leadership positions in financial services education. Tom is a globally recognized expert in investment analysis and valuation with over 30 years global experience in financial services and financial education. He has lived and worked in both the United States and Asia.
Tom is a Chartered Financial Analyst (CFA), a Certified Public Accountant (CPA) (Retired – Ohio), a Certified Financial Planner® (CFP®), and a Chartered Alternative Investment Analyst (CAIA). He holds a bachelor’s degree in economics from the University of Pennsylvania, and a master’s and doctorate from the Weatherhead School of Management at Case Western Reserve University.
From 2015 to 2020 he served as President and Chief Executive Officer (CEO) of AACSB International, the primary global accreditor and membership organization of business schools. As president and CEO, he worked alongside the organization’s board and global network of staff, members, and volunteers to foster engagement, accelerate innovation, and amplify impact in business and financial education.
Prior to joining AACSB, Robinson spent 7 years at CFA Institute, most recently as Managing Director of the Americas and global Managing Director of Education, providing vision and leadership for a 100+ member global team—which produced and delivered educational content and programs for candidates, members, other investment professionals, and universities. In 2019 Tom received the Outstanding Contribution to CFA Institute Education Programs Award, in honor of C. Stewart Sheppard. This award was established to honor a CFA charterholder in recognition of their outstanding contributions, through dedicated effort and inspiring leadership, in fostering the education of professional investors through advancement of the Body of Knowledge and development of programs, publications, or other learning tools to encourage continuing education in our profession.
Prior to joining CFA Institute, Robinson spent 14 years at the University of Miami serving as a tenured accounting faculty member and in several administrative roles including department chair, director of the Master of Professional Accounting Program and director of Personal Financial Planning programs. He founded the first CFP Board registered graduate program at an AACSB accredited business school in the mid 1990s. He taught graduate courses in financial statement analysis, personal financial planning, and valuation. Throughout his academic career, Robinson has won several teaching awards, has published regularly in academic and professional journals, and has authored or co-authored many books on investment topics. Prior to joining the University of Miami, Robinson practiced public accounting and financial planning for almost a decade, primarily with Deloitte and Pritchett Dlusky & Saxe in Columbus, Ohio. Concurrently, during his professional and academic careers, he also served as a consultant and investment advisor to individuals, law firms, accounting firms, professional associations, and governmental agencies in the areas of wealth management, financial statement analysis, and valuation.
Tom literally wrote the book(s) on how to evaluate and manage investments. He has over 30 years combined experience in financial services and financial education. Selected publications of Tom include:
- Asian Financial Statement Analysis: Detecting Financial Irregularities, Chin Hwee Tan and Thomas Robinson, Wiley and CFA Institute, 2014.
- The Strategic Value Investor: Practical Techniques of Leading Value Investors, Stephen Horan, Robert Johnson and Thomas Robinson, 2014, McGraw Hill.
- The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets. Harold Evensky, Stephen Horan and Thomas R. Robinson, 2011 Wiley and CFA Institute.
- International Financial Statement Analysis. Thomas R. Robinson, Hennie van Greuning, Elaine Henry and Michael Broihahn. Wiley/CFA Institute Investment Series, 2008. Third Edition 2015. Required portion of CFA Program curriculum.
- Tools and Techniques of Investment Planning. Stephen Leimberg, Robert Doyle, Jr., Thomas Robinson and Robert Johnson. National Underwriter, 2004 (1st edition), 2006 (2nd Edition), 2014 (3rd Edition).
- Understanding and Evaluating Prospectuses, Offering Documents, and Proxy Statements. Thomas Robinson, David Schulte, Howard Marmorstein and William Trent, FPA Press, 2006.
- Analysis of Equity Investments: Valuation. John Stowe, Thomas Robinson, Jerry Pinto, and Dennis McLeavy, CFA Institute, 2002. Reprinted in Wiley/CFA Institute Investment Series, 2005. Second Edition 2010. Third Edition 2015. Required portion of CFA Program Curriculum.
Debbie Robinson Hernandez
Chief Compliance Officer & Treasurer
Debbie holds a Bachelor of Business Administration Degree with a major in accounting from Florida Atlantic University. She currently resides in Florida with her husband and children and manages her family investments, real estate and rentals. She has 13 years of experience working for a global asset management company. Debbie made the choice to step away from the workforce to care for her family while at the same time staying active through volunteer work.
Prior to this, Debbie spent 13 years climbing the corporate ladder at Franklin Templeton Investments in Fort Lauderdale, Florida. She started as an Analyst of Fund Accounting and was promoted through the following positions within the Fund Accounting Department: Assistant Supervisor, Supervisor, Manager of Fund Accounting and Financial Reporting and lastly holding the position of Director of Fund Administration and Financial Reporting. Within these roles, Debbie had many different responsibilities including providing direction and executing strategies to achieve department and corporate goals. She was responsible for leading the Fund Administration and Reporting activities for a designated group of funds by performing analytical reviews on various products including financial statements, monthly reports, regulatory reports, and sub-certification under the Sarbanes-Oxley Act. She implemented a restructuring plan for Fort Lauderdale Fund Accounting to separate the work between Operations and Fund Administration as well as construct and execute a plan for movement of Operations for Fort Lauderdale funds to our India office, including training, coordination, and hand-off of funds daily Operations to the California Office.