Mr. Roberts joined MAI in 2024 as a result of the acquisition of WaterStone Investment Counsel, LLC where he was a managing partner and portfolio manager Hep reviously held positions with several WallStreet Firms. He is also a member of the International Association of Registered Financial Consultants (IARFC®).
Mark Roberts
Senior Wealth Advisor, Managing Director
MAI Capital Management
United States, Ohio, Cincinnati
About Me
Profile Information
Senior Wealth Advisor, Managing Director
MAI Capital Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Cincinnati
Ohio
United States
Oct 27, 2024
Work Experience
MAI Capital Management
Senior Wealth Advisor, Managing Director Jan 2024 - Present
Email: mark.roberts@mai.capital
Waterstone Investment Counsel
Managing Partner May 1995 - Sep 2024
Email: mroberts@waterstone-ic.com
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