SPEAKERS
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Lee Robertson
Session: Bridging the time gap: Turning problems into progress
Time: 12:10 PM – 12:40 PM
Location: Trinity Rooms 4-5
Lee has over thirty years high profile experience in financial services. He founded multi-award winning Investment Quorum, a boutique wealth advisory business in London, which he successfully exited upon an MBO.
He also co-founded Octo Members Group, a community showcasing great practice, practitioners and thought-leadership, growing it to over four thousand cross-sector members before exiting shortly after its sale.
Well known for his extensive network and incredible passion for raising standards he is a regular contributor, speaker, panel host and judge on topics that matter to advisers and those who support them serve their clients. He continues to support financial services companies as a non-executive director with BareRock and WeComplement as well as consulting and mentoring extensively.
In his spare time he is a keen amateur photographer, a Visiting Lecturer on MA Digital Media studies, sea swimmer and is known for being something of a foodie.