Tony Roberts, CFA

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DISC Type : cd

Head of Wealth Management at Mariner

Cincinnati, Ohio, United States

Overview

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.

Personality Overview

Hard To Convince

Judgemental

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Topics They Care 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.
Talent Development
His role on the firm's Executive Leadership Team involves fostering talent and team development to drive performance and culture.

Media Appearances

Tony has no verified media appearances

Work History

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

Education

2004 - 2006
MBA from The University of Chicago Booth School of Business
1994 - 1998
BS from Miami University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Cincinnati, Ohio, United States Job Level : Mid-senior Designation : Head of Wealth Management at Mariner
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Insights For Selling To Tony

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Get to the point quickly instead of spending too much time on pleasantries
  • Be crisp while making the pitch

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tony is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Tony

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Tony move?

  • Their decision making speed is somewhere in the middle.
  • Can Tony take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Tony

Personality Compatibility


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