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Laurie Fee

Executive Assistant & Operations Associate, International Equities at The Roosevelt Investment Group

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Currently, Laurie is the Senior Executive Assistant to the Co-Head of Ares Management's Direct Lending Group; she joined the firm in August of 2013. Previously, she was an Executive Assis...

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THE ROOSEVELT INVESTMENT GROUP

THE ROOSEVELT INVESTMENT GROUP

  • description Description
    The Roosevelt Investment Group, LLC is an advisory firm providing comprehensive investment management and financial planning services. In 1971 P. James Roosevelt of Oyster Bay, NY, a cousin o...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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The Roosevelt Investment Group Org Chart and Mapping

Adam Sheer

Chief Executive Officer

Employees

Howard Potter

Senior Fixed Income Portfolio Manager

Olivia Soares

Client Service Assistant

Kathe Wright

Senior Portfolio Admin

Laurie Fee

Executive Assistant & Operations Associate, International Equities

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