Joel Manuel Roberts
Chief Operating Officer at JP Marvel Investment Advisors LLC
Profile
Mr. Joel M.
Roberts is Chief Operating Officer at JP Marvel Investment Advisors LLC.
He joined the firm at May 2007.
As Chief Operating Officer, he is responsible for ensuring that the firm’s front and back office processes operate smoothly.
His duties include portfolio accounting, trade reconciliation, corporate action processing, performance reporting, and client servicing.
He also serves as a secondary trader, and he is a member of the firm’s Investment Committee, for which he regularly attends and reports on analyst meetings and also conducts stock research.
He has also played a significant role in the firm’s marketing efforts, particularly in the development of the firm’s website.
Mr. Roberts previously worked for Avenue Capital Group, a multi-billion dollar hedge fund in New York City.
As an Associate in the company’s Asia Strategy Funds group, he was responsible for managing trade settlements, corporate actions, and operational issues.
Prior to his employment at Avenue, he worked as an M&A Coordinator for Bear Stearns in its Derivatives Department.
He also worked as Legal Assistant for Richards Spears Kibbe & Orbe LLP, closing multi-million dollar distressed and par bank debt trades for large bulge bracket and hedge fund clients.
He received his MBA from Boston University.
His concentrations included finance and business strategy.
He also received his BA from Brandeis University, double majoring in Economics and English and American Literature.
Joel Manuel Roberts active positions
| Companies | Position | Start |
|---|---|---|
JP Marvel Investment Advisors LLC
 JP Marvel Investment Advisors LLC Investment ManagersFinance Founded in 2007, JP Marvel Investment Advisors LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides customized investment supervisory services to individuals, trusts, estates, or charitable organizations, and corporations or business entities. They also sponsor the Captain Fund I LLC. | Chief Operating Officer | 2007-04-30 |
Former positions of Joel Manuel Roberts
| Companies | Position | End |
|---|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | - |
Kibbe & Orbe LLP
 Kibbe & Orbe LLP Miscellaneous Commercial ServicesCommercial Services Part of Crowell & Moring LLP, Kibbe & Orbe LLP is a legal services provider. The company is based in New York, NY. The company was founded in 1990 by Jonathan Kibbe, William Orbe, Michael Mann. Kibbe & Orbe was acquired by Crowell & Moring LLP on April 01, 2021. | Corporate Officer/Principal | - |
Avenue Capital Management LLC (Private Equity)
 Avenue Capital Management LLC (Private Equity) Investment ManagersFinance Avenue Capital Management LLC (Avenue Capital Management) is a private equity firm founded in 1995 by Marc Lasry and Sonia E. Gardner. The firm is headquartered in New York. | Corporate Officer/Principal | - |
Training of Joel Manuel Roberts
| Brandeis University | Undergraduate Degree |
| Boston University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
JP Marvel Investment Advisors LLC
JP Marvel Investment Advisors LLC Investment ManagersFinance Founded in 2007, JP Marvel Investment Advisors LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides customized investment supervisory services to individuals, trusts, estates, or charitable organizations, and corporations or business entities. They also sponsor the Captain Fund I LLC. | Finance |
Avenue Capital Management LLC (Private Equity)
Avenue Capital Management LLC (Private Equity) Investment ManagersFinance Avenue Capital Management LLC (Avenue Capital Management) is a private equity firm founded in 1995 by Marc Lasry and Sonia E. Gardner. The firm is headquartered in New York. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Kibbe & Orbe LLP
Kibbe & Orbe LLP Miscellaneous Commercial ServicesCommercial Services Part of Crowell & Moring LLP, Kibbe & Orbe LLP is a legal services provider. The company is based in New York, NY. The company was founded in 1990 by Jonathan Kibbe, William Orbe, Michael Mann. Kibbe & Orbe was acquired by Crowell & Moring LLP on April 01, 2021. | Commercial Services |
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