Mark Alan Roberts
Oprichter bij WaterStone Investment Counsel LLC
Profiel
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.
Actieve functies van Mark Alan Roberts
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Oprichter | 01-01-1995 |
Opleiding van Mark Alan Roberts
| University of Cincinnati (Ohio) | Undergraduate Degree |
| Miami University | Graduate Degree |
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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 |