John Roberts

John Roberts is a Senior Portfolio Manager for Corient, a registered investment
advisor with $147 billion in assets. Previously he was a partner at legacy firm Segall
Bryant & Hamill (SBH). His responsibilities include management of fixed income,
equity and balanced portfolios for high-net-worth individuals and families and their
related trusts, retirement plans and foundations. John joined SBH in 2018 as part of
the firm’s acquisition of Denver Investments. During his 21-year tenure with Denver
Investments, he served as a portfolio manager in the wealth management group and
pioneered the firm’s ESG strategies.

Prior to joining Denver Investments, Mr. Roberts worked as an assistant to the
General Counsel at Waterhouse Securities and Waterhouse Asset Management and
as an investment executive with PaineWebber, Inc. Mr. Roberts has a BBA from The
George Washington University and J.D. from the University of Denver College of Law.
He is a member of the Denver and Colorado Bar Associations and is active in the
Trust and Estate Section of the Colorado Bar Association. Mr. Roberts has been in
the investment industry since 1989.