Mark Alan Roberts
Fondateur chez WaterStone Investment Counsel LLC
Profil
Mr. Mark A.
Roberts is a Managing Partner & Portfolio Manager at WaterStone Investment Counsel LLC.
He has been providing investment management advice since 1982.
Prior to joining WaterStone he held positions with several Wall Street firms.
He is a graduate of the University of Cincinnati with a Bachelor's Degree in economics.
He also is a graduate of Miami University with a Master's Degree in economics.
He is a member of IARFC and holds the Registered Financial Consultant designation.
Postes actifs de Mark Alan Roberts
| Sociétés | Poste | Début |
|---|---|---|
WaterStone Investment Counsel LLC
 WaterStone Investment Counsel LLC Investment ManagersFinance WaterStone Investment Counsel LLC (WaterStone) is an investment management firm headquartered in Cincinnati, Ohio. The firm was founded by Don Brosz and Mark Roberts in 1995 as Bull Group Advisors Ltd. They were acquired by MAI Capital Management LLC in 2024. WaterStone provides customized portfolio management for individual and institutional investors. | Fondateur | 01/01/1995 |
Formation de Mark Alan Roberts
| Miami University | Graduate Degree |
| University of Cincinnati (Ohio) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
WaterStone Investment Counsel LLC
WaterStone Investment Counsel LLC Investment ManagersFinance WaterStone Investment Counsel LLC (WaterStone) is an investment management firm headquartered in Cincinnati, Ohio. The firm was founded by Don Brosz and Mark Roberts in 1995 as Bull Group Advisors Ltd. They were acquired by MAI Capital Management LLC in 2024. WaterStone provides customized portfolio management for individual and institutional investors. | Finance |