Marc D. Roberts
Analyst-Equity en Fenimore Asset Management, Inc. .
Perfil
Marc D.
Roberts is currently a Portfolio Manager at Fenimore Asset Management, Inc. He started this position in 2021.
Previously, he worked as a Managing Director at Port Capital LLC from 2016 to 2020.
Before that, he was a Co Portfolio Manager at Fenimore Asset Management, Inc. from 2012 to 2015.
Mr. Roberts also worked as a Financial Advisor at Wachovia Securities, Inc. He completed his undergraduate degree at Siena College.
Cargos activos de Marc D. Roberts
| Empresas | Cargo | Inicio |
|---|---|---|
Fenimore Asset Management, Inc.
 Fenimore Asset Management, Inc. Investment ManagersFinance Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors. | Analyst-Equity | 01/03/2020 |
Antiguos cargos conocidos de Marc D. Roberts.
| Empresas | Cargo | Fin |
|---|---|---|
Port Capital LLC
 Port Capital LLC Investment ManagersFinance Port Capital LLC (PCL) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 2015. PCL provides advisory services to individuals and high-net worth individuals, pension and profit sharing plans; charitable organizations; and corporations or other businesses. They also serve as investment advisor to and general partner of certain private investment funds. | Gestor de Cartera-Acciones | 01/01/2020 |
Fenimore Asset Management, Inc.
Fenimore Asset Management, Inc. Investment ManagersFinance Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors. | Analyst-Equity | 01/12/2015 |
| Wachovia Securities, Inc. | Corporate Officer/Principal | - |
Formación de Marc D. Roberts.
| Siena College | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Fenimore Asset Management, Inc.
Fenimore Asset Management, Inc. Investment ManagersFinance Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors. | Finance |
| Wachovia Securities, Inc. | Finance |
Port Capital LLC
Port Capital LLC Investment ManagersFinance Port Capital LLC (PCL) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 2015. PCL provides advisory services to individuals and high-net worth individuals, pension and profit sharing plans; charitable organizations; and corporations or other businesses. They also serve as investment advisor to and general partner of certain private investment funds. | Finance |
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