Rick Roberts

Rick Roberts Email and Phone Number

Investor @ Cercano Management
Rick Roberts's Location
Bellevue, Washington, United States, United States
About Rick Roberts

Business leader and investment professional

Rick Roberts's Current Company Details
Cercano Management

Cercano Management

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Investor
Rick Roberts Work Experience Details
  • Cercano Management
    Partner - Investor
    Cercano Management Jan 2022 - Present
    Bellevue, Washington, Us
    Private equity, venture capital
  • Biolargo Inc.
    Independent Director
    Biolargo Inc. Apr 2011 - Nov 2022
    AOS Technology - Making Clean Water Affordable, advanced odor control consumer products, advanced wound care, post surgical washes, and treatment for chronic diabetic wounds. Amazing products.
  • Vulcan Inc.
    Portfolio Manager
    Vulcan Inc. Apr 2017 - Dec 2021
    Seattle, Wa, Us
    Portfolio manager and analyst -- Global Financials
  • Acacia Investment Partners, Llc
    Partner
    Acacia Investment Partners, Llc Jan 2014 - Apr 2017
    Acacia provides management consulting services to investment management firms.
  • Novus
    Advisory Board Member
    Novus 2011 - Dec 2016
    New York, New York, Us
    Acquired by SEI. Novus is the world's leading portfolio intelligence platform with over $2 trillion in client assets under management. Whether you are a hedge fund, public fund, sovereign wealth fund, endowment or foundation, Novus' systems provide unique insights that enhance decision-making, manager and strategy evaluation, and leverage staff to increase productivity.
  • Global Evolution - A Global Emerging And Frontier Market Debt Specialist
    Managing Director -- Consultant
    Global Evolution - A Global Emerging And Frontier Market Debt Specialist Oct 2013 - Jan 2016
    Co-business leader for north America.
  • First Quadrant
    Partner
    First Quadrant Mar 1997 - Jun 2011
    Us
    Senior partner and member of the management team. Systematic investment strategies. Global futures, options, volatility arbitrage, and active currency risk management. AMG affiliate.
  • Provident Capital Management
    Director
    Provident Capital Management Jun 1995 - Mar 1997
    Deep value equity investment strategy. Acquired by Blackrock.
  • Akamai International
    Partner
    Akamai International Aug 1993 - Jun 1995
    International equity management.
  • Wells Fargo Bank
    Associate - Fx Trading
    Wells Fargo Bank May 1991 - Jul 1993
    San Francisco, California, Us
    Interbank FX trading in all major currencies. Primary business was providing liquidity for corporate transactions.
  • Bankers Trust Company
    Associate - Fx Trading
    Bankers Trust Company Jan 1989 - May 1991
    FX sales-trading, spot, forward, and options. Structured product sales and relationship management for large west coast multinationals.

Rick Roberts Skills

Hedge Funds Portfolio Management Equities Asset Management Derivatives Investment Strategies Investments Alternative Investments Investment Management Options Trading Capital Markets Asset Allocation Emerging Markets Fixed Income Global Macro Valuation Strategy Mutual Funds Capital Private Equity Finra Structured Finance Investment Advisory Financial Services Institutional Investments Fund Of Funds Fx Options Portfolio Optimization Equity Valuation Private Placements Securities Due Diligence Financial Markets Bloomberg Structured Products Currency Wealth Management Investment Banking Bonds Investor Relations Fx Trading Equity Research Etfs Foreign Exchange Series 7 Financial Modeling Quantitative Finance Performance Attribution Equity Derivatives

Rick Roberts Education Details

  • University Of Notre Dame - Mendoza College Of Business
    University Of Notre Dame - Mendoza College Of Business
    Finance
  • University Of Arizona
    University Of Arizona
    Watershed Hydrology

Frequently Asked Questions about Rick Roberts

What company does Rick Roberts work for?

Rick Roberts works for Cercano Management

What is Rick Roberts's role at the current company?

Rick Roberts's current role is Investor.

What is Rick Roberts's email address?

Rick Roberts's email address is ri****@****can.com

What is Rick Roberts's direct phone number?

Rick Roberts's direct phone number is +140734*****

What schools did Rick Roberts attend?

Rick Roberts attended University Of Notre Dame - Mendoza College Of Business, University Of Arizona.

What are some of Rick Roberts's interests?

Rick Roberts has interest in Christianity, Children, Kids, Exercise, Investing, Sweepstakes, Electronics, Home Improvement, Reading, Parenting.

What skills is Rick Roberts known for?

Rick Roberts has skills like Hedge Funds, Portfolio Management, Equities, Asset Management, Derivatives, Investment Strategies, Investments, Alternative Investments, Investment Management, Options, Trading, Capital Markets.

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