Tony Roberts, CFA in

Tony Roberts, CFA

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Head of Wealth Management at Mariner
📍 Cincinnati, Ohio, United States

As Head of Wealth Management at Mariner, Tony Roberts leads the national strategy for the firms wealth division. A Chartered Financial Analyst with an MBA from the University of Chicago Booth School of Business, he has an extensive background in portfolio management and investment strategy, having started his career at Accenture.

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Experience
27 Years
Current Role
Head of Wealth Management
Job Level
Mid-senior
Location
Cincinnati, Ohio, United States
Personality Overview

How Tony shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Tony cares about

Wealth Management Strategy
He is responsible for the national strategy and execution of Mariner's wealth division, including advisory solutions and specialty tax services.
Community Engagement
He is deeply committed to his local community, serving on the Board of Trustees for the Cincinnati Art Museum and being a graduate of Leadership Cincinnati.
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Career

Work history

9-2021
Head of Wealth Management
Mariner
10-2012 - 2-2022
Regional Managing Director and Senior Wealth Advisor
Mariner
6-2011 - 10-2012
Vice President and Senior Portfolio Manager
RiverPoint Capital Management, Inc.
3-2009 - 5-2011
Portfolio Manager
Hilliard Lyons Capital Management, LLC
8-2006 - 3-2009
Equity Analyst
Fifth Third Bank
In the press

Media appearances

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Education
2004 - 2006
MBA
The University of Chicago Booth School of Business
1994 - 1998
BS
Miami University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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