Roosevelt Investments
Roosevelt Investments is a boutique advisory firm located in midtown Manhattan providing comprehensive investment management and financial planning services. It dates back to 1971 when P. James Roosev...
Roosevelt Investments's Basic Information
Industry
Investment Management
Headquarters
United States
Founded Year
1971
Headcount
11 - 50
Specialties
Estate PlanningSuccession PlanningWealth PlanningFuneral Services and Cemetery TrustsPreneed TrustsPerpetual Care TrustsEndowment Care TrustsAsset ManagementInvestment ManagementWealth ManagementFinancial PlanningRetirement Planning
Roosevelt Investments's Competitors
Lord, Abbett & Co. LLC
Jersey City, United States
Freevestor
Hicksville, United States
Shelter Growth Capital Partners | SG Capital Partners
Stamford, Connecticut, United States
AMA LLC
Baku, Azerbaijan
BloombergSen Investment Partners
Toronto, Ontario, Canada
Employee Insights
Employee Function
Employee Location
Roosevelt Investments's Top Employees
Steven Weiss
Partner
David Chalfin
Chief Financial Officer, Managing Director
John Roscoe, CFA
Chief Investment Officer
Robert Meyer
Managing Director
Donald Guarino
Managing Director
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Frequently Asked Questions Regarding Roosevelt Investments
Where is Roosevelt Investments's headquarter located?
Roosevelt Investments's headquarter are located at United States.
How many employees does Roosevelt Investments have?
Roosevelt Investments has 11 - 50 employees.
What is Roosevelt Investments's official website?
Roosevelt Investments's official website is http://rooseveltinvestments.com
What industry does Roosevelt Investments belong to?
Roosevelt Investments is in the industry of Investment Management
What does Roosevelt Investments do?
Roosevelt Investments is a boutique advisory firm located in midtown Manhattan providing comprehensive investment management and financial planning services. It dates back to 1971 when P. James Roosev...
What specialty does Roosevelt Investments have?
Estate PlanningSuccession PlanningWealth PlanningFuneral Services and Cemetery TrustsPreneed TrustsPerpetual Care TrustsEndowment Care TrustsAsset ManagementInvestment ManagementWealth ManagementFinancial PlanningRetirement Planning
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