Mark Roberts

Senior Wealth Advisor, Managing Director

Cincinnati, OH


Work Experience

  • Joined MAI in 2024 as a result of the acquisition of WaterStone Investment Counsel, LLC where he was a managing partner and portfolio manager
  • Previously held positions with several WallStreet Firms
  • Member of the International Association of Registered Financial Consultants (IARFC®)


Life Outside of MAI 

  • Lives in Loveland, OH
  • Married with 2 daughters and 6 grandchildren
  • Enjoys reading, loves animals, and attempts to play golf



  • University of Cincinnati, Bachelor’s Degree in Economics
  • Miami University, Master’s Degree in Economics

We look forward to learning about your financial goals.