Jeffrey Roberto, MBA, CMFC® – Manager, Portfolio Administration/Operations
Mr. Roberto joined R. W. Rogé & Company, Inc. in March 2002. He holds an MBA from Dowling College and a Bachelor of Arts degree in Economics from S.U.N.Y., Cortland. Mr. Roberto has considerable experience as a financial consultant. He previously worked for Smith Barney and Charles Schwab & Co. servicing the needs of individual investors. He serves on our Investment Management and Client Services Committees.
Mr, Roberto is responsible for compliance, portfolio trading, rebalancing, reporting and database reconciliation. With a significant amount of client interaction, Jeff is a very visible member of our Client Services Team. Mr. Roberto also serves as the firms Compliance Officer and Chief Compliance Officer for the Roge Partners Fund.
Mr. Roberto holds a Series 7 security license and has held several other security licenses (NASD Series 8 and 63) as well as a New York State Life, Accident and Health Insurance license.
Jeff is a native New Yorker with a passion for baseball, football and camping with the family.
