![Mark Alan Roberts](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Mark Alan Roberts
Founder at WaterStone Investment Counsel LLC
Network origin in Mark Alan Roberts first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
4
| Subsidiary | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mark Alan Roberts via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Cincinnati (Ohio) | College/University | Undergraduate Degree Undergraduate Degree | |
Taft Law School | College/University | Graduate Degree | |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
Xavier University | College/University | Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
E.F. Hutton & Co., Inc.
![]() E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
Wittenberg University | College/University | Undergraduate Degree |
Statistics
International
United States | 8 |
Sectoral
Consumer Services | 6 |
Finance | 4 |
Operational
Undergraduate Degree | 4 |
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 3 |
Chief Investment Officer | 1 |
Founder | 1 |
Most connected contacts
Insiders | |
---|---|
Jim Bien | 5 |
Don Gayle Brosz | 3 |
Matt McCann | 3 |
Kyle Lohrman | 2 |
- Stock Market
- Insiders
- Mark Alan Roberts
- Company connections