Donald Roberts

Vice President at LOGIC CAPITAL MANAGEMENT, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US

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Bio

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Credentials

  • Certified Financial Planner
    CFP Board
    Sep, 1998
    - Oct, 2024

Experience

  • LOGIC CAPITAL MANAGEMENT, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President
      • Nov 2020 - Present

      Creating a financial pathway with your values and towards your goals! We are there with you every step of the way. Creating a financial pathway with your values and towards your goals! We are there with you every step of the way.

  • Westwood Holdings Group, Inc.
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Vice President and Trust Officer
      • Feb 1997 - Aug 2020

      With over 20 years of experience in financial planning, trust and estate administration and investment management, he administers an extensive range of clients on retirement planning and executive planning, along with a wide variety of trust and estate issues. With over 20 years of experience in financial planning, trust and estate administration and investment management, he administers an extensive range of clients on retirement planning and executive planning, along with a wide variety of trust and estate issues.

  • American Express Financial Advisors
    • Financial Services
    • 1 - 100 Employee
    • Para Planner
      • 1995 - 1996
  • AMC Theatres
    • Entertainment Providers
    • 700 & Above Employee
    • Manager
      • 1991 - 1994

Education

  • Sam Houston State University
    Bachelor of Business Administration (B.B.A.), Economics
    1993 - 1995

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