Mark Roberts, RFC, is a Managing Partner and Portfolio Manager for WaterStone Investment Counsel, LLC. He is a graduate of the University of Cincinnati with a bachelor’s degree in economics. He also is a graduate of Miami University with a master’s degree in economics. Mr. Roberts has been providing investment management advice since 1982. Prior to joining WaterStone Investment Counsel, LLC, he held positions with several Wall Street firms. He is a member of IARFC and holds the Registered Financial Consultant designation.
Customized Portfolio Management Based on Value and Growth at a Reasonable Price
September 23, 2016