Roger brings more than thirty years of experience in providing publicly-traded and privately-held organizations with fiduciary institutional consulting services, including qualified and non-qualified retirement plan asset management and monitoring, and plan design and benchmarking. His team also provides institutional-quality investment planning and advice to wealthy executives, small business owners and other affluent investors.
A Certified Investment Management Analyst, Roger focuses much of his work on providing institutions with asset allocation modeling and recommendations to optimize portfolio performance while reducing associated risk and expense. Hallmarks of his team's institutional focus includes providing plan fiduciaries with support, education and guidance and providing plan participants with targeted investment education.
Roger earned a B.A. in business administration from Rollins College in Winter Park, FL, as well as an M.B.A. in finance and marketing from that institution's Crummer Graduate School of Business. He holds Series 7, 63 and 65 securities licenses.
Roger was ordained a permanent deacon for the Archdiocese of Boston in October 2015. He and his wife of thirty years, Maryann, have three daughters, Erin, a graduate of the University of Virginia, Darci, a graduate of Providence College, and Kristi, a high school student.
Registered States:
AZ, CO, FL, GA, IA, IL, IN, KS, MA, ME, NH, NJ, NM, NY, PA, RI, TX, VA