Profil
Mr. Nick Roberts is a Director-Western Division at International Value Advisers LLC.
He is responsible for sales and distribution of the IVA Funds in the Western region.
He joined the firm in June 2009.
Mr. Roberts previously worked for Merrill Lynch as a wealth management specialist and producing sales manager for the western division.
Prior to that, he worked at J&W Seligman in New York for 12 years as a wholesaler and head of national accounts.
Mr. Roberts earned a BA in Communications from Fordham University.
He holds the Certified Investment Management Analyst (CIMA) designation.
Anciens postes connus de Nick Roberts
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
J.&W. Seligman & Co., Inc.
 J.&W. Seligman & Co., Inc. Investment ManagersFinance Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios. | Corporate Officer/Principal | - |
International Value Advisers LLC
 International Value Advisers LLC Investment ManagersFinance International Value Advisers LLC (IVA) is an independent investment advisory firm headquartered in New York City. The firm was founded by Michael Malafronte and Chuck de Lardemelle in 2007. IVA provides investment advisory services to separate accounts, US registered mutual funds, US based private funds, and Cayman-based mutual funds. Separate account clients include institutions, pension and profit-sharing plans, trusts and charitable organizations. | Sales & Marketing | - |
Formation de Nick Roberts
| Fordham University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
International Value Advisers LLC
International Value Advisers LLC Investment ManagersFinance International Value Advisers LLC (IVA) is an independent investment advisory firm headquartered in New York City. The firm was founded by Michael Malafronte and Chuck de Lardemelle in 2007. IVA provides investment advisory services to separate accounts, US registered mutual funds, US based private funds, and Cayman-based mutual funds. Separate account clients include institutions, pension and profit-sharing plans, trusts and charitable organizations. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
J.&W. Seligman & Co., Inc.
J.&W. Seligman & Co., Inc. Investment ManagersFinance Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios. | Finance |