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Tony Roberts
Head-Equity Investments chez
Mariner LLC
Profil
Mr. Anthony Roberts is a Head of Wealth Management at Mariner LLC.
He is responsible for the national strategy and execution of the wealth division, advisory solutions and specialty tax.
He serves on the firm’s executive leadership team, which leads Mariner’s vision and strategy, resource allocation, talent and team development and performance, culture and overall performance and execution.
He also is a member of several steering committees the firm.
Prior to joining the firm, he was a Vice President and Portfolio Manager at Hilliard Lyons Capital Management.
He was a co-manager of the firm’s growth and income strategies where his responsibilities included security analysis, portfolio construction and investment strategy.
Previously, he was an Equity Analyst and Portfolio Manager at Fifth Third Bank and a Senior Manager at Morningstar.
He started his career at Accenture, where he led technology and strategy projects for financial services clients in the U.S.
and Europe.
Mr. Roberts earned a Bachelor of Science degree in business administration from Miami University and a Master’s of Business Administration degree in analytical finance and accounting from the Booth School of Business at the University of Chicago.
He holds the Chartered Financial Analyst designation.
He is a member of the CFA Institute and the CFA Society of Cincinnati.
Postes actifs de Tony Roberts
| Sociétés | Poste | Début |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Head-Equity Investments | 01/10/2012 |
Anciens postes connus de Tony Roberts
| Sociétés | Poste | Fin |
|---|---|---|
The Mercantile Library of Cincinnati
 The Mercantile Library of Cincinnati Movies/EntertainmentConsumer Services The Mercantile Library of Cincinnati is a membership library that is a non-profit institution supported by members' subscriptions, gifts, and income from an endowment fund. The library, founded in 1835, is one of the oldest cultural institutions in Cincinnati. The Mercantile Library of Cincinnati is based in Cincinnati, OH. | Corporate Officer/Principal | - |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Provides financial and investment services | Corporate Officer/Principal | - |
| MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Mariner Wealth Advisors-Cincinnati LLC
 Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Riverpoint Capital Management (RCM) employs proprietary investment and analysis and an efficient investment selection process that seeks to identify companies with dominant market shares within their industries; with balance sheets that demonstrate financial strength and flexibility; and that generate strong consistent earnings. The firm's investment process relies on quantitative, fundamental and technical analysis, as well as a variety of proprietary models and analytical tools. They also seek to invest in companies with a history of treating shareholders equitably and companies with a history of dividend growth. RCM's investment approach is based on the premise that diversification is key to protecting their clients' investments. The firm seeks to provide clients with well-diversified portfolios consisting of multiple asset classes. They seek to help clients meet their investment objectives with the least amount of risk. RCM diversifies portfolios across multiple asset classes including cash, bonds, stocks and alternative investments. All of their investments are publicly-traded, liquid investments that are listed on a major US exchange. RCM considers investments in: (1) cash including high-quality money market funds (2) fixed-income securities including high-quality corporate bonds, US Treasuries, municipal bonds and preferred stock (3) large-cap, mid-cap and small-cap growth and value stocks, dividend growth stocks and international equities and (4) alternative investments including REITs, commodities, MLPs, high-yield bonds and long/short funds. RCM's bond management strategy is designed to deliver attractive after-tax returns while reducing risk. They invest in fixed-income securities to reduce the volatility of clients' portfolios while increasing income. RCM has extensive experience in managing bond portfolios through all economic and market cycles. Their fixed-income investment strategy begins with an analysis of the financial and economic outlook as it relates to interest rates. RCM then determines the maturity, duration and credit quality of the bonds to be selected. They focus on high-quality bonds that generate consistent, dependable income. | Gestionnaire de Portefeuille-Actions | - |
Formation de Tony Roberts
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Hilliard Lyons Capital Management LLC
 Hilliard Lyons Capital Management LLC Investment ManagersFinance Hilliard Lyons Capital Management (HLCM) offers six actively managed equity products: Multiple Attribute Dividend Growth, Large-Cap Equity, Mid-Cap Core, Multiple Attribute Growth, High Yield Equity and Large-Cap Quality Growth. The Multiple Attribute Dividend Growth strategy seeks to outperform the S&P 500 by 200 basis points with equal or less risk than the market over time through investments in companies with superior earnings and dividend growth. The firm seeks to identify purchase candidates in three categories: dividend growth, attractive value and high growth. The foundation of the strategy is dividend growth. 80% to 100% of the portfolio's value is invested in dividend growth companies at all times. Absolute dividend yield is not the critical factor. HLCM focuses on dividend momentum looking for companies that are increasing their dividend well above the average growth rate of the S&P 500. To provide proper balance and the opportunity to outperform in multiple environments, HLCM allows up to 20% of the portfolio to be invested in attractive value and high growth stocks. The firm conducts qualitative research utilizing three levels of analysis: fundamental, valuation and technical. Portfolios typically contain the stocks of 50 to 70 companies. The firm's Large-Cap Equity strategy seeks to identify industry leading companies with strong financials and solid growth prospects. The strategy invests in companies with sustainable competitive advantages and compelling valuations that are run by skilled and shareholder-friendly managers which provide consistent revenue and earnings growth. Portfolios typically contain the stocks of 25 to 30 companies. HLCM seeks to stay fully invested to capture the superior returns associated with equity investing. HLCM's Mid-Cap Core strategy seeks to invest in industry leading companies with sustainable competitive advantages, compelling valuations, strong free cash flow, high returns on capital and proven shareholder-oriented management teams. The firm uses proprietary research and bottom-up analysis. Portfolios typically contain the stocks of 25 to 35 companies. The firm seeks to be fully invested. The Multiple Attribute Growth strategy seeks to outperform the market over time by investing in a balanced mix of stocks. HLCM identifies attractive purchase candidates in three categories: dividend growth, attractive value and high growth. Dividend growth is an important part of this strategy but is somewhat deemphasized as to HLCM's Multiple Attribute Dividend Growth. In the Multiple Attribute Growth strategy, targeted portfolio allocations are 60% to 80% in dividend growth and 0% to 40% in attractive value and high growth. The firm conducts qualitative research utilizing three levels of analysis: fundamental, valuation and technical. Portfolios typically contain the stocks of 50 to 70 companies. HLCM's High Yield Equity strategy seeks to outperform the S&P 500 over longer periods of time with less risk and with a superior dividend yield when compared to that of the benchmark. Income generation is of primary importance relative to total return. The firm seeks to identify companies with dividend growth. They seek to maintain a portfolio yield that is equal to or higher than that of the S&P 500. 100% of the stocks in the portfolio must pay a dividend. The firm conducts qualitative research utilizing three levels of analysis: fundamental, valuation and technical. Portfolios typically contain the stocks of 40 to 60 companies. The firm's Large Cap Quality Growth strategy focuses on the long-term ownership of companies with sustainable business advantages purchased at compelling valuations. They seek to outperform the Russell 1000 Growth Index with lower risk over longer periods of time. The strategy invests in industry leading growth companies with sustainable advantages, shareholder-friendly management teams and solid financials. Portfolios typically contain 25 to 35 positions. HLCM seeks to remain fully invested. | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
Mariner Wealth Advisors-Cincinnati LLC
Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Riverpoint Capital Management (RCM) employs proprietary investment and analysis and an efficient investment selection process that seeks to identify companies with dominant market shares within their industries; with balance sheets that demonstrate financial strength and flexibility; and that generate strong consistent earnings. The firm's investment process relies on quantitative, fundamental and technical analysis, as well as a variety of proprietary models and analytical tools. They also seek to invest in companies with a history of treating shareholders equitably and companies with a history of dividend growth. RCM's investment approach is based on the premise that diversification is key to protecting their clients' investments. The firm seeks to provide clients with well-diversified portfolios consisting of multiple asset classes. They seek to help clients meet their investment objectives with the least amount of risk. RCM diversifies portfolios across multiple asset classes including cash, bonds, stocks and alternative investments. All of their investments are publicly-traded, liquid investments that are listed on a major US exchange. RCM considers investments in: (1) cash including high-quality money market funds (2) fixed-income securities including high-quality corporate bonds, US Treasuries, municipal bonds and preferred stock (3) large-cap, mid-cap and small-cap growth and value stocks, dividend growth stocks and international equities and (4) alternative investments including REITs, commodities, MLPs, high-yield bonds and long/short funds. RCM's bond management strategy is designed to deliver attractive after-tax returns while reducing risk. They invest in fixed-income securities to reduce the volatility of clients' portfolios while increasing income. RCM has extensive experience in managing bond portfolios through all economic and market cycles. Their fixed-income investment strategy begins with an analysis of the financial and economic outlook as it relates to interest rates. RCM then determines the maturity, duration and credit quality of the bonds to be selected. They focus on high-quality bonds that generate consistent, dependable income. | Finance |
Morningstar, Inc.
 Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services | Commercial Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Mercantile Library of Cincinnati
The Mercantile Library of Cincinnati Movies/EntertainmentConsumer Services The Mercantile Library of Cincinnati is a membership library that is a non-profit institution supported by members' subscriptions, gifts, and income from an endowment fund. The library, founded in 1835, is one of the oldest cultural institutions in Cincinnati. The Mercantile Library of Cincinnati is based in Cincinnati, OH. | Consumer Services |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Provides financial and investment services | Commercial Services |
