Mark Alan Roberts
Fundador en WaterStone Investment Counsel LLC .
Perfil
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.
Cargos activos de Mark Alan Roberts
Empresas | Cargo | Inicio |
---|---|---|
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. | Fundador | 01/01/1995 |
Formación de Mark Alan Roberts.
University of Cincinnati (Ohio) | Undergraduate Degree |
Miami University | Graduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 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 |
- Bolsa de valores
- Insiders
- Mark Alan Roberts