Paul L. Robertson III
Managing Director
Private Client Group
Atlanta, GA
As a Managing Director in the Private Client Group, Paul works directly with families, family offices, foundations, and endowments assisting them in achieving their goals and mission.
Paul strives to live a life that matters by supporting clients, colleagues, neighbors, and communities. As a financial advisor, he leverages the full resources of SCS to positively influence the trajectory and outcomes for his clients.
Experience
- Decades of experience in wealth management, advising clients across high-net-worth, institutional, and family office segments
- Partner at Edge Capital (acquired by SCS in 2025)
- StableRiver Capital Management President, an investment management subsidiary of SunTrust now Truist
- Trust Company Bank (now Truist), helping form the Endowment & Foundation division and later leading the Master Trust Division
Education & Credentials
- B.A. in Economics and Business Administration, Furman University
- M.B.A. Emory University
Beyond SCS
When he’s not spending time with his wife, Frances, their daughters, Sally and Caroline, and their golden retrievers, Paul enjoys tennis, golf, hiking, skiing, and other outdoor activities. He is actively involved with a number of nonprofit organizations, having served as a trustee or in other leadership roles for Furman University, the Daniels Institute, Canterbury Court, Mercer University Law School Foundation, the Terry College of Business at the University of Georgia, Lionheart School, the Children’s Museum of Atlanta, Scouts- Atlanta Area Council, and Wesleyan School. Paul is also active at Dunwoody United Methodist Church and is an Eagle Scout.
