John Roberts

Managing Director at Axiom Valuation Solutions

John Roberts has a diverse and extensive work experience in the financial industry. John has held various managerial and directorial positions.

From 1985 to 1994, John worked at McGraw-Hill as a Principal in the Global Markets Group. In this role, they had a substantial responsibility in managing global market activities.

From 1994 to 1995, John worked as an Independent Consultant, completing engagements with Wellington Management and T. Rowe Price. John designed quantitative global investment models and implemented a firm-wide data information system.

In 1995, John joined Wellington Management as a Vice President in the International Equities Group. John managed active portfolios worth $5 billion and achieved annualized outperformance against benchmarks.

In 2007, John became the Associate Partner and Equity Portfolio Manager in the Asset Allocation Group at Wellington Management. John managed $500 million of active and passive equity portfolios, outperforming benchmarks consistently.

John joined Axiom Valuation Solutions in 2010 as a Managing Director. John held this position until 2016 and then returned to the company in 2017. Additionally, from January to June 2017, they worked as the Director of Client Services at Kuberre Systems.

In June 2017, John resumed their role as the Managing Director at Axiom Valuation Solutions, which they continue to hold presently.

John Roberts's education history includes a Bachelor of Arts degree in German and Psychology from Denison University. John also has a Master of Arts degree in Clinical Psychology from the State University of New York at Plattsburgh. There is no information provided about the specific years of enrollment or completion for each degree.

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Timeline

  • Managing Director

    June, 2017 - present