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Hi Roberts

Associate Portfolio Manager

Brown Advisory

Austin, Texas

Professional Profile

Call Me When

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.

Contact Method

hroberts@brownadvisory.com

Profession

  • Wealth Manager

    • Professional Certifications

    Chartered Financial Analyst (CFA), Certified Public Accountant (CPA)

    Functional Expertise

  • Capital markets
  • Cash management
  • Equity
  • Finance
  • Investments
  • Exit/Transition Planning

    • Business Focus

    Transition Planning Certification

    Client Industries

  • 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

    • Client Results

    Membership

    Austin Sponsor

    Member Since

    New Member

    Sponsorship Type

    Annual

    Chapter Leadership Role

    Why I'm a Member of XPX

    Make XPX Part of Your Business Plans

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