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Mark Roberts's email & phone

Position:Senior Wealth Advisor at MAI Capital Management at MAI Capital Management
Experience:31 years
Location:Cincinnati, Ohio, United States

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Work Experience

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 4 months.

Education

Master’s at Miami University

BA at University of Cincinnati

Current Company Information MAI Capital Management

Name: MAI Capital Management

Speciality: Succession Planning, Estate Planning, Financial Planning, Investing, Retirement Planning, Tax Planning, Insurance, Wealth Management, Investment Management

Location: Cleveland, Ohio, United States

Employees: 200-500

HQ Phone: 216-920-4800

Description: Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives...

Skills

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

Frequently Asked Questions

What is Mark Roberts's minimum period of employment in the companies?

Mark Roberts's minimum period of employment in various companies is 28 years 8 months.

What is Mark Roberts's average duration of employment for different companies?

On average, Mark Roberts works for one company for 28 years 8 months

What industries has Mark Roberts worked in?

Mark Roberts works in the Financial Services.

What positions has Mark Roberts held before?

Previously, Mark Roberts worked as a Managing Partner.

How do I contact Mark Roberts?

Mark Roberts's email address is m**********s@mai.capital, phone number is +1-***-***-7145. Sign up to get contact details.

Who is the Managing Partner of the MAI Capital Management?

The Managing Partner of the MAI Capital Management is Richard J. Buoncore

Mark Roberts Namesakes

Name
Company
Position
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Self Employed
Sound Engineer
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Technology Vice President - Corporate Application Solutions at Franklin Templeton
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Darwin Baptist Church
Senior Pastor

Other employees at MAI Capital Management

Name
Company
Position
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Portfolio Management Analyst

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