Morgan Roberts
Direktor/Vorstandsmitglied bei Equinox Venture Capital Fund IV LP
Profil
Mr. Morgan W.
Roberts is a Senior Wealth Manager & Partner at Manchester Capital Management LLC.
He is on the Board of Directors at Equinox Venture Capital Fund IV LP.
He is Registered Investment Adviser and responsible for managing the complexities of large family office client relationships.
He is a member of Manchester Capital’s Investment Strategy Group, overseeing the firm’s investment strategy and process.
Prior to joining MCM in 1998, he started his career at Unisys Corp.
where he was a financial analyst.
He received his M.B.A.
with a concentration in Finance from Northeastern University and his B.A.
with a concentration in Economics from the University of Vermont.
Aktive Positionen von Morgan Roberts
Unternehmen | Position | Beginn |
---|---|---|
Manchester Capital Management LLC
Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Portfolio Manager-Aktien | 01.01.1998 |
Equinox Venture Capital Fund IV LP
Equinox Venture Capital Fund IV LP Investment Trusts/Mutual FundsMiscellaneous Equinox Venture Capital Fund IV LP provides investment services. The company is headquartered in Manchester, VT. | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Morgan Roberts
Unternehmen | Position | Ende |
---|---|---|
UNISYS CORPORATION | Corporate Officer/Principal | - |
Ausbildung von Morgan Roberts
Northeastern University | Masters Business Admin |
University of Vermont | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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UNISYS CORPORATION | Technology Services |
Private Unternehmen | 2 |
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Manchester Capital Management LLC
Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Finance |
Equinox Venture Capital Fund IV LP
Equinox Venture Capital Fund IV LP Investment Trusts/Mutual FundsMiscellaneous Equinox Venture Capital Fund IV LP provides investment services. The company is headquartered in Manchester, VT. | Miscellaneous |