Mark Alan Roberts
Founder at WaterStone Investment Counsel LLC
Mark Alan Roberts active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Compliance Officer | 1994-12-31 | - |
| Founder | 1994-12-31 | - | |
| Portfolio Manager-Equities | 1994-12-31 | - |
Career history of Mark Alan Roberts
Training of Mark Alan Roberts
| University of Cincinnati (Ohio) | Undergraduate Degree |
| Miami University | Graduate Degree |
Statistics
International
| United States | 4 |
Operational
| Compliance Officer | 1 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
- Stock Market
- Insiders
- Mark Alan Roberts
- Experience
