Tony Roberts, CFA
Designations and Licenses
Tony holds the Chartered Financial Analyst® designation.
Experience and Education
Tony focuses on the client experience and developing associate talent at several of our locations. He is responsible for strategy and operational execution in these locations, as well as identifying and opening new offices. He also works closely with high-net-worth individuals, foundations and endowments, providing them wealth and investment plans to help them meet their financial goals.
Tony has more than 15 years of experience in the financial services and investment management industry. He has particular experience in equity valuation and fundamental analysis. Prior to joining Mariner Wealth Advisors, he 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 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. He started his career at Accenture, where he led technology and strategy projects for financial services clients in the United States and Europe.
Tony has a bachelor’s degree in business administration with honors from Miami University and an MBA in analytical finance and accounting from the Booth School of Business at the University of Chicago. He is a member of the CFA Institute and the CFA Society of Cincinnati.
Tony was awarded the Cincinnati Business Courier’s Forty Under 40 Award in 2015. He was named a Five Star Wealth Manager from 2014-2017.
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 and 4C for Children, as well as the finance committee of St. Susanna Catholic Church.
The Forty Under 40 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 inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Cincinnati Magazine. To view the full disclosure and award criteria, visit: https://www.fivestarprofessional.com/public/wmresearch.