Robin Petty is a Senior Vice President and the Wealth Strategy Managing Director of Hawthorn, PNC Family Wealth®, a business dedicated to serving the needs of individuals and families with investable assets in excess of $20 million. Robin leads the planning process, integrating clients’ financial, estate, tax and philanthropic considerations and preferences. Robin works closely with Hawthorn Relationship Strategists, Investment Advisors, Fiduciary Advisors and other Advisors to deliver the Hawthorn integrated wealth management experience to a limited number of families and individuals.
In her role as Wealth Strategy Managing Director, Robin leads the Hawthorn Market Wealth Strategists to ensure that a consultative planning approach delivering customized, integrated solutions including wealth transfer strategies, estate planning, tax analysis, financial modeling and philanthropy is provided to all Hawthorn clients and prospective clients. Robin also has management responsibilities for the Personal Tax Services Group, Private Foundation Management Services and The Ohio and Delaware Trust Companies.
Prior to joining Hawthorn, Robin held senior wealth strategy positions with U.S. Trust, J.P. Morgan and Wells Fargo. With over twenty years of experience, Robin has advised clients on complex wealth transfer strategies, provided guidance on business succession issues, and developed and implemented comprehensive, customized wealth plans for ultra high net worth individuals.
Robin is a member of the City Bar of New York, the New York Bar Association and the Philadelphia Estate Planning Council. She is licensed to practice in New York and New Jersey. She earned a Bachelor of Science in Arts Administration from Wagner College, and a Juris Doctor from New York Law School.
Senior Vice President and Managing Director, Fiduciary Services
Senior Vice President and Managing Director, Pittsburgh
Executive Vice President & Regional Managing Director, East
Senior Vice President and Chief Operating Officer
Senior Vice President and Managing Director, Ohio
Senior Vice President and Managing Director, Baltimore and Washington, DC
Senior Vice President and Managing Director of Wealth Sustainability, President of the Hawthorn Institute for Family Success
Senior Vice President and Managing Director, Portfolio Strategy
Senior Vice President & Regional Managing Director, West