Roger Albrecht Email & Phone Number
Principal, Senior Portfolio Manager @ Focus Partners Wealth
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Roger Albrecht Location
- Chicago, IL, US
Roger Albrecht Work
- Principal, Senior Portfolio Manager @ (June 2024 - Present)
- Principal, Senior Portfolio Manager @ Mid-Continent Capital, The Colony Group Partner Firm (April 2022 - June 2024)
- Executive Vice President - Equity Owner @ Mid-Continent Capital LLC (January 2003 - June 2024)
- Executive Vice President @ Mid-Continent Capital LLC (January 2003 - June 2024)
- Vice President and Senior Portfolio Manager @ BMO Harris Wealth Management (January 1995 - January 2003)
- Assitant Vice President, Portfolio Manager @ Firstar Bank (January 1993 - January 1995)
- Research Analyst @ (January 1989 - January 1993)
Roger Albrecht Education
- DePaul Driehaus College of Business
MS (Finance)
1997-2000 - Illinois State University
Bachelor's of Science (Finance, General)
1986-1990 - The Institute of Chartered Financial Analysts
Chartered Financial Analyst (CFA) (Investments and Securities)
Roger Albrecht Skills
- Wealth Management
- Investments
- Asset Allocation
- Portfolio Management
- Asset Management
- Investment Strategies
- Investment Advisory
- Investment Management
- Mutual Funds
- Alternative Investments
- Strategic Financial Planning
- Equities
- Estate Planning
- High Net Worth Individuals
- Securities
- Design
- Marketing
- Leadership
- Business Analysis
- Research
- Project Management
- Public Speaking
Roger Albrecht Summary
- Roger Albrecht, based in Chicago, IL, US, is currently a Principal, Senior Portfolio Manager at Focus Partners Wealth. Roger Albrecht brings experience from previous roles at Mid-Continent Capital, The Colony Group Partner Firm, Mid-Continent Capital LLC and BMO Harris Wealth Management. Roger Albrecht holds a 1997 - 2000 MS in Finance @ DePaul Driehaus College of Business. With a robust skill set that includes Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Management and more. Roger Albrecht has 2 emails and 3 mobile phone numbers on RocketReach.
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