David C. Robertson

As a Partner and Director of Treasury Strategies, Inc., Dave Robertson leads the Financial Services Practice working with global and regional banks, payment and liquidity providers, regulators and associations.

His work enables service providers to improve their competitive position, client satisfaction and financial returns. Dave also developed the firm’s proprietary methodologies in deposit engineering, pricing strategies and new product development.

He is the co-author of “Treasury 3.0” and “The Street View,” two white papers on the direction of the treasury services industry and the value of the payments business, respectively.

Dave holds an MA in English Literature from Northwestern University, and a BS in Finance from Indiana University. He also serves as Editor for the Journal of Corporate Treasury Management, a peer-reviewed journal advancing the Treasury industry knowledgebase, and is Vice President of the Board for the Carole Robertson Center for Learning. His interests include education, literary theory, and music.