Mark Alan Roberts
Fondatore presso WaterStone Investment Counsel LLC
Profilo
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.
Posizioni attive di Mark Alan Roberts
| Società | Posizione | Inizio |
|---|---|---|
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. | Fondatore | 01/01/1995 |
Formazione di Mark Alan Roberts
| Miami University | Graduate Degree |
| University of Cincinnati (Ohio) | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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