In Memoriam

William J. O. Roberts, CFA

11.19.1920 - 11.17.2006

Bill Roberts was the consummate portfolio manager—ever on the hunt for hidden values and dissecting the increasingly complex nuances of the global financial markets. Bill’s career spanned more than six decades, encompassing market booms and busts, bubbles and recessions, and geopolitical storms of all shapes and sizes. He was among the first recipients of the Chartered Financial Analyst designation and a longstanding member of the CFA Society of Chicago. In everything, he strove to maintain—and to inspire in those around him—a relentless focus on long-term growth. Indeed, he brought to his investing career the same vision, courage, and indomitable spirit that carried him through the D-Day invasion as a young naval navigator off Utah beach.

Bill retired from Roberts, Glore & Co. in 1999 (astute market timing on his part!), but his passion for investing and tax matters never faded. He frequented the office throughout his retirement years to lend his insight in whatever ways he could, even though there was no obligation for him to do so—evidence of his character and his commitment to both our firm and our clients.

Bill was much more than a portfolio manager, however. He was an unquenchable and lifelong learner whose interests ranged from economics, statistics, and the finer points of estate and income tax law to archaeology and the arts. His breadth of knowledge was formidable and his love of discovery infectious. He traveled extensively, his pursuit of learning drawing him across the globe. He was also a generous philanthropist, supporting endeavors academic, artistic, and humanitarian. Above all, Bill was a man of principal. His example of integrity and professionalism will remain a cornerstone of our firm. We are profoundly grateful for his wisdom and friendship, and we look forward to continuing to build upon the foundation he worked so hard over many years to lay.

Securities offered through LaSalle St. Securities, LLC, a registered broker/dealer, 940 N. Industrial Drive, Elmhurst, IL 60126-1131 -- Member FINRA/SIPC. Advisory services offered through Roberts, Glore & Co., a Registered Investment Advisor. Roberts, Glore & Co. is not affiliated with LaSalle St. Securities, LLC. Individualized responses to persons in this state that involve either the effecting or attempting to effect transactions in securities, or rendering personalized investment advice for compensation, will not be made absent compliance with state registration requirements.