Thad Roberts
Relationship Manager at State Street Global Advisors
- Role
- Relationship Manager at State Street Investment Management
- Location
- Brookline, MA, US
- LinkedIn followers
- 500 followers
About Thad Roberts
Client focused, team oriented and results driven professional with a passion for helping…
Experience
Relationship Manager
State Street Investment Management
Jul 2019 — Present · Boston, MA, US
Act as the primary client relationship executive for 12 Sub-advisory and OCIO clients, managing over $35 billion in AUM. • Launched a custom target date fund series, successfully onboarding the first seed investor in our Growth Target Date fund series. • Cross-sold clients into various investment strategies, enhancing client market share and fostering strong partnerships.
Education
Trinity College-Hartford
BA
1999 — 2003
Boston University Questrom School of Business
MBA
2011 — 2014
Skills
- Series 7
- Series 63
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