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MEMBER PROFILE

 

Hi Roberts

Brown Advisory

 

Member profile details

Membership level
Austin Sponsor
First name
Hi
Last name
Roberts
Title
Associate Portfolio Manager
Company
Brown Advisory
 

XPX ROLE

Chapter Sponsorship Type
Annual
 

CONTACT INFORMATION

City
Austin
State
Texas
 

PROFILE INFORMATION

Call me when
A business owner or investor in a business is having a liquidity event and needs help thinking through how to achieve long-term financial goals after an exit.
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Equity
  • Exit/Transition Planning
  • Finance
  • Investments
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
Professional Certification(s)
Chartered Financial Analyst (CFA), Certified Public Accountant (CPA)
In Business Since
2012
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