As a Partner and Senior Financial Advisor, Paul Robertson works directly with private clients, foundations, and endowments, and with our Investment Team to help families and institutions achieve their mission. Paul has helped Edge become a more effective partner for institutional clients through enhanced service delivery.

Born in St. Louis, Missouri, Paul moved to Atlanta as a child. He earned a Bachelor of Arts in Economics and Business Administration from Furman University and a Master of Business Administration from the Goizueta Business School at Emory University. He has been a featured speaker at conferences of the Government Financial Officers Association (GFOA), Southeastern Council of Foundations (SECF), National Association of College and University Business Officers (NACUBO), National Association of State Treasurers (NAST) and Tax-Exempt Association (TEA).

Paul has a passion for working with non-profit organizations, and is very active in the volunteer community.

Paul is active with a number of nonprofit organizations including Furman University, Mercer University Law School Foundation, Wesleyan School, Lionhart School, Canterbury Court, The Children’s Museum of Atlanta and the Daniels Institute.

When he is not spending time with his family or volunteering, Paul enjoys playing tennis and golf, as well as hiking and being outdoors.