Robyn Raque, a CFA® Charterholder, brings 32 years of investment experience to her clients at The Glenview Trust Company. Her focus is working with high net worth individuals to design and implement investment solutions tailored to meet each client’s needs and preferences.
Robyn joined us from J.P. Morgan’s Private Bank where she served as an Executive Director/Sr. Investment Specialist. She began her career in the investment management industry in 1989 as a portfolio manager for Citizens Fidelity Bank. In 1994, she joined Hilliard Lyons as an Institutional Salesperson and called on fund managers in Europe and the United States. During her tenure with this firm, she also coordinated due diligence for the managed accounts platform. She joined National City Bank in 2005 as a Senior Investment Advisor and managed investments for trusts, foundations, endowments and high net worth individuals until she joined J.P. Morgan in 2010.
Robyn is a summa cum laude graduate of the University of Louisville with a BS in Mathematics. She is a CFA® Charterholder and a member of the CFA® Institute and the Louisville Society of Financial Analysts. She is a past Board Member of the Christian Academy School System and current Board Member (past Chair) of the Christian Academy Foundation. She serves on the Board of Louisville Metro Animal Services (“FOMAS”) and is a frequent animal foster through this organization. Robyn also enjoys volunteering for special events with various local ministries.