Regis Management Company LLC

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Robert Burlinson is a Partner, co-founder and member of the Investment Committee of Regis. Mr. Burlinson also serves as the firm's Chief Investment Officer. He previously worked as a Principal for Industrial Growth Partners, a private equity firm focused on middle-market manufacturing businesses. Mr. Burlinson also executed public and private financings and merger advisory assignments for Alex Brown & Sons, Inc. and Kidder, Peabody & Co. He began his career in the private placements group of Manufacturers Hanover Securities Corporation. Mr.

We work with you the way you work. We provide as much support as you want and need, whether you choose to outsource your entire asset management strategy or a portion. For some clients, we construct, implement, and oversee all aspects of their portfolio. For others, we evaluate and incorporate our insights to augment their existing strategy. The preference is yours.

Whether you’re a family office or a private client, we provide the support, expertise, and perspective you need to build a family legacy. Working side by side, we ask the right – and sometimes hard – questions to gain a deep understanding of your objectives and preferences, including your philanthropic goals and income needs. We also work closely with your estate, tax, and legal advisors to help ensure that your asset management strategy aligns with your overall finances as well as your non-investment commitments.

At Regis Management Company, we believe that tradition and innovation go hand in hand, that success happens when proven processes combine with opportunistic foresight in building strategies and portfolios. This balance of discipline and flexibility is the underpinning of our philosophy in providing families and foundations with customized institutional asset management designed to preserve capital and secure futures.

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