Platinum Ridge: Strategic Portfolio Development Guide

Robert Wilson – Executive Biography Robert Wilson is a decorated U.S. Air Force veteran, accomplished financial strategist, and visionary business consultant with more than 35 years of experience in fundraising, structural consulting, and economic development. Born on March 1, 1959, in Southampton, New York, Robert’s early career included four years as a licensed stockbroker, followed by decades of high-impact consulting across the finance, entertainment, technology, and motorsports industries. He holds a Master’s degree in Financial Economics from the University of New Haven, which honored him with its Career Achievement Award in 1999. Robert’s strategic insight and innovation have had a lasting impact on nationally recognized industries. He wrote the SWOT analysis that led to NASCAR's historic television rights deal, which transformed the sport's media and revenue model. In the entertainment world, he served as a consultant to Stevie Nicks’ Modern Records, where he designed a groundbreaking fundraising initiative to support the label’s growth and artist development. In financial technology, Robert was the architect behind TelVest, the first-ever voice-activated phone investment system, combining ease of access with secure real-time market functionality—decades before mobile trading became mainstream. Equally notable is Robert’s deep commitment to financial integrity and public trust. Over the years, he has reported multiple securities fraud schemes to federal authorities, directly contributing to the protection of investors and the enforcement of fair market standards. His whistleblowing efforts have helped safeguard Wall Street from bad actors on three separate occasions. Today, as a 100% disabled veteran, Robert channels his expertise into community-focused ventures that merge private capital, AI-driven platforms, and local economic empowerment. His life’s work reflects a rare blend of courage, creativity, and principled leadership that continues to make a meaningful difference across multiple sectors.