2014 -
2019 Managing Member @ Waterfall Investment Strategies, LLC
2016 -
2018 Managing Partner and Chief Investment Officer @
2011 -
2015 Executive Director and Chief Investment Officer @ Bergendahl Holdings
2010 -
2011 Strategic Advisor @
2005 -
2009 Managing Director @ Independent Financial Marketing
2003 -
2008 Managing Director @ Diamond Portfolio Advisors, LLC
2001 -
2005 Partner @ R & L Partners, LLC
2001 -
2001 Vice President @ Bear Stearns
1998 -
2001 Private Client Manager @
1995 -
1997 Financial Consultant @
Jay Rogers Education
Harvard Online 2025
Canon Financial Institute 1998
-
1998
Dean Witter Graduate School 1996
-
1998
UCLA Extension 1993
-
1995
Northeastern University 1986
-
1990
USMC Officer Candidate School 1988
-
1988
Westhill High School 1982
-
1986
Jay Rogers Skills
Business Relationship Management
Daily Operations
Operational Oversight
Analytical Skills
Investment Performance
Tax Planning
Humility
Engagement Management
Strategic Vision
Public Speaking
Venture Development
Operational Strategy
Operational Excellence
Communication
Project Management
Problem Solving
Investment Decisions
Relationship Development
Expert Witness
Market Analysis
Financial Analysis
Stakeholder Relations
Leadership
Financial Structuring
Board of Directors
Executive Management
Alternative Investments
Hedge Funds
Investments
Investment Strategies
Asset Allocation
Private Equity
Portfolio Management
Investment Management
Equities
Venture Capital
Asset Management
Private Placements
Due Diligence
Investment Advisory
Wealth Management
Finance
Fixed Income
Start-ups
Financial Advisory
Capital Markets
Investment Banking
Strategy
Securities
Retirement Planning
Entrepreneurship
Wealth
Banking
Family Office
Emerging Managers
Investor Relations
Financial Markets
Options
ETFs
Investment Marketing
Fixed Income Products
Investment Advisory Services
Institutional Investments
Relationship Management
Investment Consulting
Wealth Management Services
Portfolio Optimization
Mutual Funds
Emerging Markets
Trading
Funding
Fund Of Funds
Managed Futures
Ranch
High Net Worth
Services
Institutional
Marketing
Sales
Customer Service
Capital Management
Business Development
Capital
Start Ups
Microsoft Office
Hedging
Business Strategy
Social Media
Jay Rogers Summary
Jay Rogers, based in Ladera Ranch, CA, US, is currently a President and Chief Investment Officer at Alpha Strategies Investment Consulting. Jay Rogers brings experience from previous roles at Global Rock Family Office, Family Office Association, GLG (Gerson Lehrman Group) and White Knight Capital. Jay Rogers holds a Harvard Online. With a robust skill set that includes Business Relationship Management, Daily Operations, Operational Oversight, Analytical Skills, Investment Performance and more. Jay Rogers has 6 emails and 3 mobile phone numbers on RocketReach.
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