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Profile
William Patrick Robertson worked as a Managing Director at MKM Partners LLC from 2013 to 2023.
Prior to that, he was a Director at SoundView Technology Group from 1997 to 2004.
From 2007 to 2013, he served as a Director at FM Partners Holdings LLC.
He also held the position of Managing Director at WR Hambrecht + Co. LLC from 2005 to 2007.
In addition, he briefly worked as a Managing Director at ROTH Capital Partners LLC in 2023.
Before his career in finance, he was a Vice President at Gartner U.K.
Ltd.
from 1990 to 1997.
Mr. Robertson obtained an MBA from Columbia Business School in 1989 and completed his undergraduate studies at Rutgers University-New Brunswick in 1981.
Former positions of William Patrick Robertson
Companies | Position | End |
---|---|---|
ROTH Capital Partners LLC
![]() ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Analyst-Equity | 2023-04-30 |
MKM Partners LLC
![]() MKM Partners LLC Investment Banks/BrokersFinance MKM Partners LLC (MKM) is a premier institutional equity trading, sales, and research firm headquartered in Stamford, Connecticut. The firm was founded by Thomas G. Messina in 2002. They were acquired in 2023 by ROTH Capital Partners LLC, a subsidiary of CR Financial Holdings LLC. MKM provides timely, insightful, and actionable proprietary research to hedge funds, mutual funds, family offices, endowments, corporates, private equity, pension plans, RIAs, etc. The firm combines high-impact fundamental analysis with macroeconomics, technical insights, derivatives strategies, event-driven commentary, alternative research, and first-rate execution. They take a client-centric approach to the trading desk and utilize both a top-down and bottom-up approach. | Analyst-Equity | 2022-12-31 |
FM Partners Holdings LLC
![]() FM Partners Holdings LLC Investment Banks/BrokersFinance FM Partners Holdings LLC is a broker/dealer headquartered in New York City. The firm was formerly known as Lazard Capital Markets LLC.. They are a subsidiary of LFCM Holdings LLC. | Institutional Sales | 2013-10-31 |
WR Hambrecht + Co. LLC
![]() WR Hambrecht + Co. LLC Investment Banks/BrokersFinance Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals. | Analyst-Equity | 2007-07-31 |
SoundView Technology Group | Corporate Officer/Principal | 2003-12-31 |
Training of William Patrick Robertson
Columbia Business School | Masters Business Admin |
Rutgers University-New Brunswick | Undergraduate Degree |
Experiences
Positions held
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Private companies
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1st degree connections
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Linked companies
Private companies | 6 |
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MKM Partners LLC
![]() MKM Partners LLC Investment Banks/BrokersFinance MKM Partners LLC (MKM) is a premier institutional equity trading, sales, and research firm headquartered in Stamford, Connecticut. The firm was founded by Thomas G. Messina in 2002. They were acquired in 2023 by ROTH Capital Partners LLC, a subsidiary of CR Financial Holdings LLC. MKM provides timely, insightful, and actionable proprietary research to hedge funds, mutual funds, family offices, endowments, corporates, private equity, pension plans, RIAs, etc. The firm combines high-impact fundamental analysis with macroeconomics, technical insights, derivatives strategies, event-driven commentary, alternative research, and first-rate execution. They take a client-centric approach to the trading desk and utilize both a top-down and bottom-up approach. | Finance |
ROTH Capital Partners LLC
![]() ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Finance |
SoundView Technology Group | Finance |
Gartner U.K. Ltd.
![]() Gartner U.K. Ltd. Investment ManagersFinance Part of Gartner, Inc., Gartner U.K. Ltd. provides a research methodology called Magic Quadrant that positions technology providers in fast-growing markets. The company is based in Egham, UK and was founded in 1988 by Doug Cayne. The British company offers objective insights to help executives make smarter decisions on an organization's mission-critical priorities. Gartner has solutions for leadership roles, industries, and enterprises of all sizes. | Finance |
FM Partners Holdings LLC
![]() FM Partners Holdings LLC Investment Banks/BrokersFinance FM Partners Holdings LLC is a broker/dealer headquartered in New York City. The firm was formerly known as Lazard Capital Markets LLC.. They are a subsidiary of LFCM Holdings LLC. | Finance |
WR Hambrecht + Co. LLC
![]() WR Hambrecht + Co. LLC Investment Banks/BrokersFinance Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals. | Finance |
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