Tony Roberts

Tony Roberts III, CFA

Managing Director & Senior Wealth Advisor

Cincinnati, OH

Novi, MI

Tony is a managing director and senior wealth advisor working closely with high-net-worth individuals, foundations and endowments. Tony has more than 15 years of experience in the financial services and investment management industry and holds the Chartered Financial Analyst® designation. He has particular experience in equity valuation and fundamental analysis. He is a member of the CFA Institute and the CFA Society of Cincinnati and was named a Five Star Wealth Manager in Cincinnati Magazine by Five Star Professional in 2014, 2015, 2016 and 2017.

Prior to joining Mariner Wealth Advisors, Tony was a vice president and portfolio manager at Hilliard Lyons Capital Management, an institutional investment firm specializing in asset management for foundations and endowments, public funds and high-net-worth individuals. He was a co-manager of the firm’s growth and income strategies where his responsibilities included security analysis, portfolio construction and investment strategy. Previously, Tony was an equity analyst and portfolio manager at Fifth Third Bank and a senior manager at Morningstar. Tony started his career at Accenture, where he led technology and strategy projects for financial services clients in the U.S. and Europe.

Tony earned a Bachelor of Science degree in business administration with honors from Miami University and a Master’s of Business Administration degree in analytical finance and accounting from the Booth School of Business at the University of Chicago. Tony volunteers in the community and was selected by the Cincinnati USA Regional Chamber for Leadership Cincinnati (Class 37). He currently serves on the Board of Trustees for the Cincinnati Art Museum, Big Brothers Big Sisters of Greater Cincinnati and 4C for Children.

Tony was awarded The Cincinnati Business Courier’s 2015 Forty Under 40 Award. This honor is awarded annually to recognize Greater Cincinnati’s next generation of young leaders and innovators; individuals who have already made a mark professionally and in the community. The nominees must be residents of the Tri-State and under the age of 40 at the time. An independent panel of judges selects honorees based on the reason of the nomination, career achievements, community involvement and awards and recognition. 



The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The Cincinnati Business Courier’s Forty under 40 is an annual award program that recognizes young professionals in the Tri-State who have reached major milestones in their careers and also made significant contributions to the community.