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Robert Meyer

Managing Director at The Roosevelt Investment Group

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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

Jim Rogers

President | National Sales Manager & Head of Distribution | Executive Committee Member the Roosevelt

Laurie Fee

Executive Assistant & Operations Associate, International Equities

Kathe Wright

Senior Portfolio Admin

Olivia Soares

Client Service Assistant

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  • Phone number  :  (***)-***-****
  • Email  :  r****@rooseveltinvestments.com

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