Mark Roberts

Mark Roberts: Email & Phone Number

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Senior Wealth Advisor at MAI Capital Management at MAI Capital Management|Cincinnati, Ohio, United States

Position:

Senior Wealth Advisor at MAI Capital Management at MAI Capital Management

Location:

Cincinnati, Ohio, United States

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Last updated: 2026-05-11
Updated: 2026-05-11

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Work Experience 31 years

Senior Wealth Advisor at MAI Capital Management at MAI Capital Management

Jan 2024 - Current

Managing Partner at WaterStone Investment Counsel, LLC

May 1995 - Jan 2024

Mark Roberts started working in 1995, then the employee has changed 1 company and 1 job. On average, Mark Roberts works for one company for 15 years 6 months.

Their professional focus is Customer Service, Equities, and Estate Planning across 3 core areas.

Education

Master’s at Miami University

BA at University of Cincinnati

Skills

Equities, Strategic Planning, Portfolio Management, Finance, Investment Management, Fixed Income, Customer Service, Investment Advisory, Investments, Leadership, Investment Strategies, Retirement Planning, Mutual Funds, Estate Planning, Management

Frequently Asked Questions

What is Mark Roberts's email address?

SignalHire found a verified business email address for Mark Roberts: m**********s@mai.capital.

What is Mark Roberts's phone number?

SignalHire found a verified phone number for Mark Roberts: +1-***-***-9945.

How do I contact Mark Roberts at MAI Capital Management?

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What is Mark Roberts's professional background?

Mark Roberts has 31 years of professional experience. They have held roles including Managing Partner at companies such as WaterStone Investment Counsel, LLC. Their education includes Master’s from Miami University, and BA from University of Cincinnati.

Is Mark Roberts's contact information up to date?

Yes. Mark Roberts's SignalHire profile was last updated on 11 May 2026, reflecting their current position as Senior Wealth Advisor at MAI Capital Management at MAI Capital Management in Cleveland, Ohio, United States.

Mark Roberts Namesakes

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Company
Position
Mark Roberts
Technical Specialist
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Mark Roberts
Technology Vice President - Corporate Application Solutions at Franklin Templeton
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Mark Roberts
Darwin Baptist Church
Senior Pastor
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