Chartered Financial Analyst Stock Analyst

William Roberts is an Equity Analyst at Rocky Mountains, which he joined in 2023.Mr. Roberts graduated from the Wharton School of the University of Pennsylvania with a Master of Science in Finance. Previously, he worked as an equity researcher at J.P. Morgan and Merrill Lynch.

At Rocky Mountains, Mr. Roberts focuses on individual stock research and investment advice in the U.S. large-cap technology (FAANG+), consumer and healthcare sectors.