Benjamin Conrad Roberts
Chief Investment Officer at Ironview Capital Management LLC
Profile
Mr. Benjamin C.
Roberts is a Chief Investment Officer at Ironview Capital Management LLC.
He has responsibility for overseeing both institutional and private client investment policy.
Prior to forming the firm, he was an investment professional at Millennium, a $13 billion hedge fund based in New York & London, where he invested the firm’s capital in special situations, illiquid investments and publicly traded securities across the capital structure.
He began his career as a senior analyst in London at Morgan Stanley Capital Partners, a $3.3 billion private equity fund.
Prior to this, he was a member of the Mergers & Acquisitions Group at UBS Warburg, also in London.
He holds a B.S., Economics and an MBA in finance, both from the Wharton School at the University of Pennsylvania.
Benjamin Conrad Roberts active positions
Companies | Position | Start |
---|---|---|
Ironview Capital Management LLC
Ironview Capital Management LLC Investment ManagersFinance Ironview Capital Management LLC (Ironview) is a diversified financial advisory firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 2009 as Bergin & Co. LLC and became Bergin, Roberts & Co. LLC in 2012. They changed their name to Ironview Capital Management LLC in 2016 and are a wholly-owned subsidiary of Ironview FLA LLC. Ironview offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. | Chief Investment Officer | 30/11/2010 |
Former positions of Benjamin Conrad Roberts
Companies | Position | End |
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UBS Ltd.
UBS Ltd. Investment Banks/BrokersFinance UBS Ltd. provides financial services. It specializes in securities underwriting, mergers and acquisitions advisory, fixed-income products, foreign exchange and prime brokerage. The firm also offers securities brokerage and investment banking services. Its clients include institutions, corporations, governments, intermediaries and alternative investment managers. The company was founded on July 9, 1986 and is headquartered in London, the United Kingdom. | Corporate Officer/Principal | - |
Millenium Global Investments | Corporate Officer/Principal | - |
Training of Benjamin Conrad Roberts
University of Pennsylvania | Masters Business Admin |
Experiences
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Linked companies
Private companies | 3 |
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Ironview Capital Management LLC
Ironview Capital Management LLC Investment ManagersFinance Ironview Capital Management LLC (Ironview) is a diversified financial advisory firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 2009 as Bergin & Co. LLC and became Bergin, Roberts & Co. LLC in 2012. They changed their name to Ironview Capital Management LLC in 2016 and are a wholly-owned subsidiary of Ironview FLA LLC. Ironview offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. | Finance |
Millenium Global Investments | |
UBS Ltd.
UBS Ltd. Investment Banks/BrokersFinance UBS Ltd. provides financial services. It specializes in securities underwriting, mergers and acquisitions advisory, fixed-income products, foreign exchange and prime brokerage. The firm also offers securities brokerage and investment banking services. Its clients include institutions, corporations, governments, intermediaries and alternative investment managers. The company was founded on July 9, 1986 and is headquartered in London, the United Kingdom. | Finance |
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