Consilience Asset Management
726 Exchange Street – Suite 505
Buffalo, NY 14210
Phone: 716.768.1108 X 214
Roger is a co-founder of Consilience Asset Management, LLC. He serves as a managing partner, Investment Strategist, and Senior Portfolio Manager. Roger also authors the firm’s Market Notes.
Prior to founding Consilience Asset Management, he began his career as a Financial Advisor at EF Hutton in 1981 where he earned the designation of Portfolio Manager and later was cited as a Top Money Manager in Barron’s Magazine†. Roger spent 27 years at Merrill Lynch* as a Sr. Vice-President/Portfolio Manager and earned the designation of Accredited Asset Management Specialist (AAMS) from the College for Financial Planning. Roger has completed the Securities Industry Institute executive development program at the Wharton School of The University of Pennsylvania. His experience and vision led to the development of the Consilience approach to asset and risk management.
†March 09, 1992.
*Merrill Lynch acquired Advest, Inc. in 2006