• Tel: (646) 452-6700
  • US Toll-Free: (800) 829-4337
  • Fax: (212) 599-1916

A legacy of success. A tradition of excellence.

A commitment to risk management and superior performance.

Our People

Our success is based on collaboration and teamwork. Above all, we believe our people and our process set us apart. We leverage the intellectual capital of our experienced professionals, each of whom brings a diverse background and unique expertise to our collective perspective.

  • Arthur H. Sheer
  • Adam J. Sheer
  • David Sheer
  • James C. Rogers, CIMA®
  • Steven Weiss, Esq.
  • David A. Chalfin

Arthur H. Sheer

Co-Chairman, Chief Investment Officer

Arthur H. Sheer is the Co-Chairman of the Board of Directors and Chief Investment Officer of The Roosevelt Investment Group, Inc. Mr. Sheer was previously the Founder and Chief Executive Officer of Sheer Asset Management, Inc., which he began in 1990 and later expanded in 2002 with the merger with The Roosevelt Investment Group, Inc. He began his career in 1970 as a Securities Analyst at First National Bank of Chicago, and has held various positions in equity research and investment management at Keystone Custodian Funds and Fidelity Management. He also served as the appointed Chief Investment Officer at J. Rothschild and Rothschild affiliated companies. Mr. Sheer earned his BS in Economics from the University of Rhode Island with Phi Kappa Psi honors, and an MBA from Babson College.

Adam J. Sheer

Co-Chairman, Co-Chief Executive Officer

Adam Sheer, former President of The Roosevelt Investment Group, Inc., transitioned into a Co-Chief Executive Officer role in 2013 and is also Co-Chairman of the Board of Directors. Mr. Sheer was an executive member of the predecessor firm, Sheer Asset Management, Inc., where he was responsible for business development, strategic planning and all client service divisions. He has over 15 years of management experience and previously held a leadership position at the Center for Jewish-Arab Economic Development and was the President of the Suppliers to the New York State Association of Cemeteries. Currently, Mr. Sheer is on two Boards, SUNY State College of Optometry and Heller School of Public Policy at Brandeis University. Formerly, he was on the Board of BodyPositive, an AIDS services organization and the Parent-Child Home Program. Mr. Sheer is also a member of Vistage, a peer to peer CEO organization. He earned a BS in Economics from Brandeis University and was named one of 13 Rising Stars of the Mutual Fund Industry by Institutional Investor News in April 2010.

David Sheer

Co-Chief Executive Officer, Chief Financial Officer

David Sheer transitioned into a Co-Chief Executive Officer role in 2013. As Chief Financial Officer of The Roosevelt Investment Group, Inc., Mr. Sheer is responsible for the financial management and administrative oversight of the firm. Mr. Sheer was previously an executive member of the predecessor firm, Sheer Asset Management, Inc., where he managed all aspects of operations. He was instrumental in the establishment and development of the Roosevelt Investments operations center in Providence, RI, which was formed in 2005. Prior to joining Roosevelt, Mr. Sheer held various roles in client relations for Starwood Hotels & Resorts. He earned a BS in Psychology from Emory University and an MBA from Johnson & Wales University.

James C. Rogers, CIMA®

President

James Rogers joined Roosevelt Investments in 2005 as a Managing Director and the National Sales Manager responsible for client service and product distribution in institutional and intermediary channels. Mr. Rogers was promoted to President in 2013. Prior to joining Roosevelt, Mr. Rogers served as a Regional Director of Sales for the northeast-metro region with ING Investment Management. He has over 20 years of institutional sales experience and has held various sales management and financial advisory roles at NM Capital Management, a subsidiary of John Hancock Funds, and Merrill Lynch. Mr. Rogers earned a BA from Fairleigh Dickinson University, and a Certified Investment Management Analyst (CIMA) designation in 2003. He is a member of the Investment Management Consultants Association (IMCA) and currently holds a Series 7, 63 and 65 licenses.

Steven Weiss, Esq.

General Counsel, Chief Administrative Officer and Chief Compliance Officer

Steven Weiss joined Roosevelt Investments in 2007 as the General Counsel, Chief Administrative Officer and Chief Compliance Officer responsible for all legal and compliance aspects for the firm. Prior to joining Roosevelt, Mr. Weiss was an attorney with Thelen, Reid, Brown, Raysman and Steiner LLP. He is currently an Adjunct Professor of Law at the Benjamin N. Cardozo School of Law in Manhattan. Mr. Weiss earned a BA in Political Science from Tufts University and a JD, cum laude, from the Benjamin N. Cardozo School of Law.

David A. Chalfin

Managing Director, Strategic Planning/Corporate Development

David Chalfin joined Roosevelt Investments in 2010 as Managing Director and Head of Strategic Planning and Corporate Development. He has over 20 years of experience in the financial services industry in sourcing, structuring, and executing transactions with a variety of investment management firms, and has led a number of strategic acquisitions on behalf of New York Life. Prior to joining Roosevelt, Mr. Chalfin held various management positions at Asset Management Finance Corporation and Cantilever Group, financial investors in investment managers. Mr. Chalfin began his career as a corporate attorney at Debevoise & Plimpton. He earned an AB and MA in Philosophy from Brown University and a JD from Stanford Law School.

  • Arthur H. Sheer*
  • Robert L. Meyer, CFA*
  • John Roscoe, CFA*
  • Jason Sheer, CFA*
  • Nainesh Shah, CFA*
  • Jason Benowitz, CFA*
  • Gongwen Peng, Ph.D.

Arthur H. Sheer

Co-Chairman, Chief Investment Officer

Arthur H. Sheer is the Co-Chairman of the Board of Directors and Chief Investment Officer of The Roosevelt Investment Group, Inc. Mr. Sheer was previously the Founder and Chief Executive Officer of Sheer Asset Management, Inc., which he began in 1990 and later expanded in 2002 with the merger with The Roosevelt Investment Group, Inc. He began his career in 1970 as a Securities Analyst at First National Bank of Chicago, and has held various positions in equity research and investment management at Keystone Custodian Funds and Fidelity Management. He also served as the appointed Chief Investment Officer at J. Rothschild and Rothschild affiliated companies. Mr. Sheer earned his BS in Economics from the University of Rhode Island with Phi Kappa Psi honors, and an MBA from Babson College.

Robert L. Meyer, CFA*

Managing Director and Portfolio Manager

Robert L. Meyer's association with Roosevelt Investments began in 2005 when the clients of his predecessor company, Ehrlich Meyer Associates, were brought under Roosevelt management. In 2007, he became a Managing Director and Portfolio Manager of the firm. His prior experience includes Director of Research at two Wall Street brokerages, Fahnestock & Co. and H.C.Wainwright & Co., following his position as an oil and gas analyst and early member of the Institutional Investor Magazine's All Star Team while a partner at Wainwright. Mr. Meyer has also managed fixed income assets for approximately the past twenty years. Many of his clients, typically high net worth individuals and institutions, seek liquid alternatives to stocks that are relatively more conservative in nature but that will achieve the clients' need for income. He is a graduate of Harvard College and Harvard Business School and was awarded a CFA charter in 1970.

John Roscoe, CFA*

Senior Portfolio Manager

John Roscoe joined Roosevelt Investments in 2008 as a Portfolio Manager and in 2012 was promoted to Senior Portfolio Manager. Mr. Roscoe has been managing fixed income and equity portfolios for high net worth individuals and institutions while at Roosevelt for the past four years. Prior to Roosevelt, Mr. Roscoe was employed by Morgan Stanley Investment Management, where he held a number of different roles in portfolio management and analysis, most recently as Co-Manager of the Dividend Growth Securities Fund. Before joining Morgan Stanley, he served as an analyst on the global large cap equity team at Rockefeller & Co. and as a manager in the Treasury Division of Pfizer. Mr. Roscoe earned a BS in biology and an MBA with a concentration in Finance from Cornell University, and was awarded a CFA charter in 1995.

Jason Sheer, CFA*

Portfolio Manager

Jason Sheer joined Roosevelt Investments in 2005 as an equity Securities Analyst and in 2009 was promoted to Portfolio Manager. He earned a BA in Philosophy from Tulane University and an MBA in Finance and Investments from George Washington University. Mr. Sheer received his CFA charter in 2009. He is also a member of the New York Society of Securities Analysts.

Nainesh Shah, CFA*

Portfolio Manager

Nainesh Shah joined Roosevelt Investments in 1994 and served on it domestic equity team as a senior securities analyst until he was promoted to Portfolio Manager in 2013. Mr. Shah is responsible for equity coverage of a broad spectrum of industries with a particular focus on the financial, communication and technology industries. He is also actively involved in the quantitative analysis employed in the firm's risk management process. A native of Bombay, he earned a bachelor's degree in Industrial Engineering from the University of Baroda, India, and an MBA in Finance from the Dalhousie University in Halifax, Nova Scotia. Mr. Shah received his CFA charter in 1997 and is a member of the New York Society of Securities Analysts.

Jason Benowitz, CFA*

Senior Portfolio Manager

Jason Benowitz, CFA, joined Roosevelt Investments in 2009 as a Securities Analyst, was promoted to Portfolio Manager in 2011, and to Senior Portfolio Manager in 2013. Prior to Roosevelt, Mr. Benowitz was a principal at Druker Capital, a long/short hedge fund manager, and a Vice President in the U.S. Equity Research Group at Morgan Stanley Investment Management. He was also an investment banking analyst at Merrill Lynch. Mr. Benowitz earned a BA in Computer Science from Harvard College and an MBA in Finance and Accounting from The Wharton School at the University of Pennsylvania, where he was a Palmer Scholar. Mr. Benowitz received his CFA charter in 2010.

Gongwen Peng, Ph.D.

Director of Quantitative Research

Dr. Gongwen Peng joined Roosevelt Investments in 2010 as Director of Quantitative Research, where his highly specialized skill set has played a key supporting role in the execution of Roosevelt's equity and fixed income strategies. Dr. Peng was previously with Global Securities Advisors, LLC, a hedge fund with a focus on fixed income arbitrage, as a Senior Quantitative Analyst. Dr. Peng was also formerly a Vice President in the Derivative Quantitative Development Group at Salomon Smith Barney, Citigroup, as well as a Senior Analyst at Unisys Corporation in charge of quantitative research in fixed income and equity derivatives. Dr. Peng holds a PhD in Statistical Physics, an MS in Computational Physics and a BS in Theoretical Physics, from Wuhan University, China. He has been a recipient of the Alexander von Humboldt Fellowship of Germany, which he served at the University of Freiburg, and has conducted extensive research in computational statistics at the University of Pittsburgh.

*Members of the Domestic Equity Investment Committee
  • Arthur H. Sheer
  • Howard S. Potter
  • Robert L. Meyer, CFA*
  • John Roscoe, CFA*
  • Gongwen Peng, Ph.D.

Arthur H. Sheer

Lead Portfolio Manager – Global Enhanced Fixed Income

Arthur H. Sheer is the Co-Chairman of the Board of Directors and Chief Investment Officer of The Roosevelt Investment Group, Inc. Mr. Sheer was previously the Founder and Chief Executive Officer of Sheer Asset Management, Inc., which he began in 1990 and later expanded in 2002 with the merger with The Roosevelt Investment Group, Inc. He began his career in 1970 as a Securities Analyst at First National Bank of Chicago, and has held various positions in equity research and investment management at Keystone Custodian Funds and Fidelity Management. He also served as the appointed Chief Investment Officer at J. Rothschild and Rothschild affiliated companies. Mr. Sheer earned his BS in Economics from the University of Rhode Island with Phi Kappa Psi honors, and an MBA from Babson College.

Howard S. Potter

Managing Director, Senior Fixed Income Portfolio Manager

Howard Potter joined Roosevelt in 2011 as a Senior Fixed Income Portfolio Manager. Prior to Roosevelt, Mr. Potter was an Executive Vice President and Senior Fixed Income Portfolio Manager at Capstone Asset Management Company. Before joining Capstone, Mr. Potter founded New Castle Advisers, Inc. managing two sub-advised fixed income mutual funds. New Castle merged with Capstone in 1995. Mr. Potter earned his BA from the University of Wisconsin and an MA from Northwestern University.


Domestic Fixed Income Team

Howard Potter, a Senior Fixed Income Portfolio Manager with over 30 years of experience, joined Roosevelt Investments in October 2011 to lead Roosevelt’s domestic investment-grade fixed income team. Howard manages three fixed income styles at Roosevelt that he has managed for over 10 years, and his decision making process for the portfolios remains intact. Roosevelt’s domestic investment-grade fixed income team was subsequently formed in March 2012 under Howard’s leadership, and also includes Robert Meyer, CFA and John Roscoe, CFA, who have over 25 years of combined fixed income portfolio management experience, as well as Dr. Gongwen Peng, Roosevelt’s Director of Quantitative Research. This combination of personnel demonstrates Roosevelt Investments’ commitment, depth and succession planning for our domestic investment-grade fixed income clients.

Domestic Fixed Income Team


Robert L. Meyer, CFA

Managing Director and Portfolio Manager

Robert L. Meyer's association with Roosevelt Investments began in 2005 when the clients of his predecessor company, Ehrlich Meyer Associates, were brought under Roosevelt management. In 2007, he became a Managing Director and Portfolio Manager of the firm. His prior experience includes Director of Research at two Wall Street brokerages, Fahnestock & Co. and H.C.Wainwright & Co., following his position as an oil and gas analyst and early member of the Institutional Investor Magazine's All Star Team while a partner at Wainwright. Mr. Meyer has also managed fixed income assets for approximately the past twenty years. Many of his clients, typically high net worth individuals and institutions, seek liquid alternatives to stocks that are relatively more conservative in nature but that will achieve the clients' need for income. He is a graduate of Harvard College and Harvard Business School and was awarded a CFA charter in 1970.

Domestic Fixed Income Team


John Roscoe, CFA

Senior Portfolio Manager

John Roscoe joined Roosevelt Investments in 2008 as a Portfolio Manager and in 2012 was promoted to Senior Portfolio Manager. Mr. Roscoe has been managing fixed income and equity portfolios for high net worth individuals and institutions while at Roosevelt for the past four years. Prior to Roosevelt, Mr. Roscoe was employed by Morgan Stanley Investment Management, where he held a number of different roles in portfolio management and analysis, most recently as Co-Manager of the Dividend Growth Securities Fund. Before joining Morgan Stanley, he served as an analyst on the global large cap equity team at Rockefeller & Co. and as a manager in the Treasury Division of Pfizer. Mr. Roscoe earned a BS in biology and an MBA with a concentration in Finance from Cornell University, and was awarded a CFA charter in 1995.

Domestic Fixed Income Team


Gongwen Peng, Ph.D.

Director of Quantitative Research

Dr. Gongwen Peng joined Roosevelt Investments in 2010 as Director of Quantitative Research, where his highly specialized skill set has played a key supporting role in the execution of Roosevelt's equity and fixed income strategies. Dr. Peng was previously with Global Securities Advisors, LLC, a hedge fund with a focus on fixed income arbitrage, as a Senior Quantitative Analyst. Dr. Peng was also formerly a Vice President in the Derivative Quantitative Development Group at Salomon Smith Barney, Citigroup, as well as a Senior Analyst at Unisys Corporation in charge of quantitative research in fixed income and equity derivatives. Dr. Peng holds a PhD in Statistical Physics, an MS in Computational Physics and a BS in Theoretical Physics, from Wuhan University, China. He has been a recipient of the Alexander von Humboldt Fellowship of Germany, which he served at the University of Freiburg, and has conducted extensive research in computational statistics at the University of Pittsburgh.

  • James C. Rogers, CIMA®
  • Michael Ackerman
  • Courtney John Bercini
  • Anthony E. Birch
  • Stephen G. Halley, CIMA®
  • Tate Lambeth, CIMA®
  • Michael E. Maitner
  • Nainesh Shah, CFA

James C. Rogers, CIMA®

President

201-859-6158

jrogers@rooseveltinvestments.com

James Rogers joined Roosevelt Investments in 2005 as a Managing Director and the National Sales Manager responsible for client service and product distribution in institutional and intermediary channels. Mr. Rogers was promoted to President in 2013. Prior to joining Roosevelt, Mr. Rogers served as a Regional Director of Sales for the northeast-metro region with ING Investment Management. He has over 20 years of institutional sales experience and has held various sales management and financial advisory roles at NM Capital Management, a subsidiary of John Hancock Funds, and Merrill Lynch. Mr. Rogers earned a BA from Fairleigh Dickinson University, and a Certified Investment Management Analyst (CIMA) designation in 2003. He is a member of the Investment Management Consultants Association (IMCA) and currently holds a Series 7, 63 and 65 licenses.

Regional Director


Michael Ackerman

Senior Vice President and Regional Director, Southeast Region

(919) 624-6277

ackerman@rooseveltinvestments.com

Michael Ackerman joined Roosevelt Investments in 2007 as Senior Vice President and Regional Director primarily responsible for sales coverage in the southeast region. Prior to joining Roosevelt, Mr. Ackerman was a Regional Director for John A. Levin & Co. where he provided sales coverage in the northeast, midwest, and southeast regions. He was also a Marketing Manager for J.M. Hartwell L.P., a New York-based emerging growth investment manager, and formerly a Technical Analyst with the Smith Barney Consulting Group. Mr. Ackerman earned a BA from Wagner College, and currently holds Series 7 and 63 licenses.

Regional Director


Courtney John Bercini

Senior Vice President and Regional Director, Great Lakes Region

(630) 235-1475

jbercini@rooseveltinvestments.com

John Bercini joined Roosevelt Investments in 2008 as Senior Vice President and Regional Director primarily responsible for sales coverage in the Great Lakes region. Prior to joining Roosevelt, Mr. Bercini was a sales representative with Eaton Vance, where he was instrumental in the development of the firm's separate account business and helped to introduce the Parametric Portfolio Associates Tax Managed Core Portfolio and Research Affiliates Fundamental Index Portfolio. He was also formerly the Midwest Regional Director for Regent Investor Services, the separate account division of Alliance Bernstein. Mr. Bercini earned a BS and MA from Western Michigan University, and currently holds Series 6, 7, 63 and 65 licenses.

Regional Director


Anthony E. Birch

Regional Director, New York Metro Region

(516) 314-1235

abirch@rooseveltinvestments.com

Anthony Birch joined Roosevelt Investments in 2007. He is a Regional Director primarily responsible for sales coverage in the New York Metro region. Prior to joining Roosevelt, Mr. Birch was an Investment Associate at UBS Financial Services, where he provided client service support to high net worth individuals and institutions. His sales background includes the creation, maintenance and monitoring of a database of separately-managed account managers for inclusion in asset allocation models. Mr. Birch earned a BA in Finance from St. John's University, and currently holds Series 7 and 66 licenses.

Regional Director


Stephen G. Halley, CIMA®

Senior Vice President

(415) 407-7414

shalley@rooseveltinvestments.com

Stephen Halley joined Roosevelt Investments in 2007 as Senior Vice President and Regional Director  responsible for sales coverage in the western region. Prior to joining Roosevelt, Mr. Halley was a Regional Director at ING Investment Management, where he covered sales in the southwest region. He was also formerly a Due Diligence Manager at Wells Fargo and a Technical Analyst at the Smith Barney Consulting Group. Mr. Halley earned a BA from the University of Montana and an MPA from the University of Nevada. He was awarded a Certified Investment Management Analyst (CIMA) designation in 2004 and is a member of the Investment Management Consultants Association (IMCA). He currently holds Series 7, 63 and 66 licenses.

Regional Director


Tate Lambeth, CIMA®

Senior Vice President and Regional Director, Southwest Region

(646) 246-8963

tlambeth@rooseveltinvestments.com

Tate Lambeth joined Roosevelt Investments in 2008 as Senior Vice President and Regional Director primarily responsible for sales coverage in the southwest region. Prior to joining Roosevelt, Mr. Lambeth was a Vice President and Regional Director at Jennison Dryden, where he focused on mutual fund and managed account business development in the North Texas territory. He has also served as a Vice President and Regional Director for ING Investment Management, covering the southwest region. Mr. Lambeth earned a BA from Denison University. He was awarded a Certified Investment Management Analyst (CIMA) designation in 2005 and is a member of the Investment Management Consultants Association (IMCA). He currently holds Series 7 and 66 licenses.

Regional Director


Michael E. Maitner

Senior Vice President and Regional Director, Mid-Atlantic Region

(732) 778-8715

mmaitner@rooseveltinvestments.com

Michael Maitner joined Roosevelt Investments in 2007 as Vice President and Regional Director primarily responsible for sales coverage in the mid-Atlantic region. Prior to joining Roosevelt, Mr. Maitner was a Managed Account Specialist at Merrill Lynch, where he focused on providing education and training to financial advisors. He was also a Desk Manager for the Managed Assets Group at Merrill Lynch where he was responsible for working closely with the internal wholesaler force. Mr. Maitner earned a BS from Ramapo College. He currently holds Series 6, 7, 66, and Life/Health Insurance licenses.

Portfolio Management Liaison


Nainesh Shah, CFA

Portfolio Manager

Nainesh Shah joined Roosevelt Investments in 1994 and served on it domestic equity team as a senior securities analyst until he was promoted to Portfolio Manager in 2013. Mr. Shah is responsible for equity coverage of a broad spectrum of industries with a particular focus on the financial, communication and technology industries. He is also actively involved in the quantitative analysis employed in the firm's risk management process. A native of Bombay, he earned a bachelor's degree in Industrial Engineering from the University of Baroda, India, and an MBA in Finance from the Dalhousie University in Halifax, Nova Scotia. Mr. Shah received his CFA charter in 1997 and is a member of the New York Society of Securities Analysts.

  • Corie Gabriel
  • Tim Hermann, CFP®

Corie Gabriel

Director of Private Client Group

Corie Gabriel joined Roosevelt Investments in 2008 as an Investment Counselor in the Private Client Group. Mr. Gabriel acts as a primary point of contact to the firm's individual investor clientele, responsible for all facets of client service. Prior to joining Roosevelt, Mr. Gabriel was a Senior Relationship Manager at Fisher Investments. He was also formerly a Financial Advisor and Retirement Planning Specialist at Morgan Stanley and Wachovia Securities, respectively. Mr. Gabriel earned a BS in Financial Services from The Pennsylvania State University.

Tim Hermann, CFP®

Vice President
Senior Investment Counselor, Private Client Group

Tim Hermann joined Roosevelt Investments in 2009 as an Investment Counselor in the Private Client Group. In 2014, Mr. Hermann was promoted to Vice President and Senior Investment Counselor. Mr. Hermann acts as a primary point of contact to the firm's individual investor clientele, responsible for all facets of client service. Prior to joining Roosevelt, Mr. Hermann was a Senior Relationship Manager at Fisher Investments and was also formerly an Associate and Investment Banking Analyst at JPMorgan Chase & Co. Mr. Hermann earned a BS in Applied Economics and Management from Cornell University. Mr. Hermann is a Certified Financial Planner™ professional.

  • Steven Weiss, Esq.

Steven Weiss, Esq.

General Counsel, Chief Administrative Officer and Chief Compliance Officer

Steven Weiss joined Roosevelt Investments in 2007 as the General Counsel, Chief Administrative Officer and Chief Compliance Officer responsible for all legal and compliance aspects for the firm. Prior to joining Roosevelt, Mr. Weiss was an attorney with Thelen, Reid, Brown, Raysman and Steiner LLP. He is currently an Adjunct Professor of Law at the Benjamin N. Cardozo School of Law in Manhattan. Mr. Weiss earned a BA in Political Science from Tufts University and a JD, cum laude, from the Benjamin N. Cardozo School of Law.

  • David Sheer
  • Karen DeArruda, CIPM®
  • Jeremy Bourgeois

David Sheer

Co-Chief Executive Officer, Chief Financial Officer

David Sheer is the Chief Financial Officer of The Roosevelt Investment Group, Inc. responsible for the financial management and administrative oversight of the firm. Mr. Sheer was previously an executive member of the predecessor firm, Sheer Asset Management, Inc., where he managed all aspects of operations. He was instrumental in the establishment and development of the Roosevelt Investments operations center in Providence, RI, which was formed in 2005. Prior to joining Roosevelt, Mr. Sheer held various roles in client relations for Starwood Hotels & Resorts. He earned a BS in Psychology from Emory University and an MBA from Johnson & Wales University.

Karen DeArruda, CIPM®

Director of Operations

Karen DeArruda joined Roosevelt Investments in 2007 as the Operations Manager and in 2011 was promoted to Director of Operations. Prior to joining Roosevelt, Ms. DeArruda was the Back Office Manager for Taylor Investment Associates. She was also formerly the Financial Systems Manager for Freedom Capital, where she utilized and managed the Advent Software suite of products and oversaw portfolio administration, new accounts and trade settlement. In 2013, Ms. DeArruda earned the Certificate in Investment Performance Measurement (CIPM) designation.

Jeremy Bourgeois

Head Trader

Jeremy Bourgeois joined Roosevelt Investments in 2006 as Head Trader. Prior to Roosevelt, Mr. Bourgeois was a trader at John Hancock Advisors with a trading background in domestic equities, foreign ordinary equities, domestic fixed income and non-dollar denominated fixed income instruments. He earned an undergraduate degree in Finance from Bentley College.

Media

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Jason Benowitz CFA, a Senior Portfolio Manager on the Domestic Equity Team, appearing on Fox Business News.

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The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages domestic equity, international equity, domestic fixed income, global fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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