Ken Roberts
Founder at Palouse Capital Management, Inc.
Profile
Mr. Kenneth M.
Roberts, CFA MBA, is a Chief Investment Strategist at Palouse Capital Management, Inc.
Mr. Roberts started his career in the brokerage industry in 1966.
In 1981, he started the Shearson Fundamental Value Fund, a mutual fund, and ran it until 1990.
He also formed and managed his own investment advisory group with Smith Barney Shearson immediately prior to founding Palouse Capital.
He earned his B.A.
degree in Economics from Whitworth University and an M.B.A.
degree in Finance from Harvard University.
He is also a member of the CFA Institute and was past President of the CFA Society of Spokane.
He is currently serving on the Board of Trustees of Whitworth University and is a member of the National Board of Advisors for the Washington State University College of Business.
Ken Roberts active positions
Companies | Position | Start |
---|---|---|
Palouse Capital Management, Inc.
Palouse Capital Management, Inc. Investment ManagersFinance Palouse Capital Management, Inc. (PCM) is an independent registered investment advisor headquartered in Spokane, Washington. The firm was founded by Kenneth Roberts in 1991 as Ken Roberts Investment Management, Inc. PCM provides discretionary investment advisory services primarily for individuals, corporations, public and private pension plans, endowments, and foundations. | Founder | 1990-12-31 |
Former positions of Ken Roberts
Companies | Position | End |
---|---|---|
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | 1990-12-30 |
Foster & Marshall LLC
Foster & Marshall LLC Real Estate DevelopmentFinance Foster & Marshall LLC provides real estate services. The private company is based in Seattle, WA. | Corporate Officer/Principal | - |
Flow International Corp.
Flow International Corp. Industrial MachineryProducer Manufacturing Flow International Corp. develops and manufactures industrial waterjet systems for cutting and cleaning applications. It provides ultrahigh-pressure surface preparation and industrial cleaning systems that are used to remove coatings. The company was founded in 1974 and is headquartered in Kent, WA. | Director/Board Member | - |
Training of Ken Roberts
Harvard University | Masters Business Admin |
Whitworth University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Flow International Corp.
Flow International Corp. Industrial MachineryProducer Manufacturing Flow International Corp. develops and manufactures industrial waterjet systems for cutting and cleaning applications. It provides ultrahigh-pressure surface preparation and industrial cleaning systems that are used to remove coatings. The company was founded in 1974 and is headquartered in Kent, WA. | Producer Manufacturing |
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Finance |
Palouse Capital Management, Inc.
Palouse Capital Management, Inc. Investment ManagersFinance Palouse Capital Management, Inc. (PCM) is an independent registered investment advisor headquartered in Spokane, Washington. The firm was founded by Kenneth Roberts in 1991 as Ken Roberts Investment Management, Inc. PCM provides discretionary investment advisory services primarily for individuals, corporations, public and private pension plans, endowments, and foundations. | Finance |
Foster & Marshall LLC
Foster & Marshall LLC Real Estate DevelopmentFinance Foster & Marshall LLC provides real estate services. The private company is based in Seattle, WA. | Finance |
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