ANTHony Roberts, III, CFA
Vice President and Senior Portfolio Manager
troberts@riverpointcm.com

Mr. Roberts is a Vice President and Senior Portfolio Manager working closely with high net worth individuals, foundations, endowments and retirement plans.  Tony is also an integral part of the RCM Investment Team.  He has more than 10 years of experience in the financial services and investment management industry and holds the Chartered Financial Analyst (CFA) designation.  Tony has particular expertise in equity valuation and fundamental analysis.

 

Prior to joining RiverPoint, 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.  Tony 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 management consulting firm 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 an MBA in Analytical Finance and Accounting from the Booth School of Business at the University of Chicago.  Tony is a member of the CFA Institute and the CFA Society of Cincinnati.  He recently completed the United Way Board Orientation and Leadership Development program and currently serves on the Investment Committee of 4C for Children and on the Niehoff Lecture Committee at the Mercantile Library.  In addition, Tony is a member of the Cincinnati Estate Planning Council, is an Associate Member of the Goering Center for Family and Private Businesses and serves on the Future Founders Steering Committee of the Cincinnati Art Museum.