Joe Roberts is a managing director and wealth advisor with William Blair’s Private Wealth Management group. He began his career in 1974 with Tucker Anthony and then joined UBS in 2005. He holds a B.A. in American history from Harvard University. He has more than 40 years of experience in the financial advisory business. Joe resides with his wife in South Hamilton, Massachusetts.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.