Kay Roberts

Kay Roberts serves as a Portfolio Manager at MOGY JOEL R INVESTMENT COUNSEL INC, based in Rock Island, TN. In this role, she is responsible for managing client portfolios, developing investment strategies, and ensuring alignment with clients' financial objectives. Her work involves monitoring market trends and adjusting strategies to optimize portfolio performance.

She brings expertise in multi-asset portfolio construction, with a focus on equities, fixed income, and alternative investments. While specific sector allocations are not publicly detailed, her responsibilities likely include diversified asset management for both individual and institutional clients, consistent with the typical services of the firm. Her role requires ongoing analysis of economic and sector-specific developments to inform tactical asset allocation decisions.

Kay holds a Bachelor of Science in Geology/Earth Science from California State University-Dominguez Hills. Her educational background in the sciences provides her with a strong analytical foundation and a quantitative approach to investment analysis. While independently verifiable public information regarding notable industry achievements or previous positions beyond her current role is limited, her professional focus remains on disciplined, client-oriented portfolio management and broad asset class expertise.