
Russell Roberson
Managing Director, National Business Development Officer
San Francisco
Russell is a Managing Director at 1919 Investment Counsel. In his role as National Business Development Officer, Russell works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. His primary focus is on developing new client relationships, working with prospective clients to understand their unique goals, and building the right client team around them.
Before joining the firm, Russell was Vice President of Business Development with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates’ wealth management team, Russell spent 17 years at Fidelity Investments. His most recent role at Fidelity was serving as Vice President Senior Account Executive in the Private Client Group at the Marin Investor Center, helping more than 400 clients with $1 billion of assets implement wealth management and investment strategies. The majority of his Fidelity career was spent in two regional sales positions: Vice President Regional Insurance Consultant; Vice President Regional Planning Consultant.
Outside of the office, Russell is an avid University of Tennessee football fan and enjoys golfing, traveling, and spending time with his family.
Russell received his B.S. in Finance from the University of Tennessee.