Mark Alan Roberts
Founder at WaterStone Investment Counsel LLC
Profile
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.
Mark Alan Roberts active positions
| Companies | Position | Start |
|---|---|---|
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. | Founder | 1994-12-31 |
Training of Mark Alan Roberts
| Miami University | Graduate Degree |
| University of Cincinnati (Ohio) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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