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John Roberts

  • Partner,
  • Senior Portfolio Manager

John is a Partner, Senior Portfolio Manager in our Denver office.  Previously, he was a Senior Portfolio Manager at legacy firm Segall Bryant & Hamill (SBH.) His responsibilities include management of fixed income, equity and balanced portfolios for high-net-worth individuals and families and their related trusts, retirement plans and foundations. John joined SBH in May 2018 as part of the firm's acquisition of Denver Investments. During his 21-year tenure with Denver Investments, he served as a portfolio manager in the wealth management group. Prior to joining Denver Investments, John worked as an assistant to the General Counsel at Waterhouse Securities and Waterhouse Asset Management and as an investment executive with PaineWebber, Inc. John has a BBA from The George Washington University and J.D. from the University of Denver College of Law. He is a member of the Denver and Colorado Bar Associations and is active in the Trust and Estate Section of the Colorado Bar Association. John has been in the investment industry since 1989. He is on the Advisory Board of the George Washington University Investment Institute.


Specializations

  • Tax Planning
  • Estate & Wealth Transfer Planning
  • Trust Services
  • Wealth Transfer Planning