As a partner and Managing Director, Roger’s focus is on the creation and implementation of customized fixed income portfolios and strategies for the team. As a member of the ALJL Wealth Management Investment Committee, he is responsible for the research and selection of fixed income securities utilized in the team’s investment strategies for individual and institutional clients.
Roger has been a fixed income wealth manager for over 25 years. Prior to joining Raymond James in 2018, he was affiliated with Wells Fargo Advisors, C.E. Unterberg Towbin, CIBC Oppenheimer and Smith Barney.
He graduated from Baruch College with a B.A. in Liberal Arts and is a member of the Association of Financial Professionals.
Roger is married and has twin daughters. He is an avid sportsman, regularly skiing, long-distance running and fencing.
Raymond James is not affiliated with the above organizations and/or charitable causes.