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Michael B. Roberts
Assistant Vice President and Marketing Analyst

(978) 720-7500 x7581
138 Conant Street · Beverly, MA 01915
Mr. Roberts’ primary responsibility is to support the Director of Institutional Sales and Marketing with all institutional investor communications, financial reporting and prospective institutional client marketing. Mr. Roberts will also be responsible for producing due diligence and marketing material and assisting with investor presentations, consultant reporting and RFP questionnaires.

Prior to joining Brookwood, Mr. Roberts worked at Unclaimed Property Services in Boston, where he helped equity and mutual fund transfer agents with unclaimed property reporting and due diligence. Prior to this role, he worked in New York for Société Générale as a sales and marketing analyst.

Mr. Roberts received a Bachelor of Arts degree from Columbia University.

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