Roger Beutler Email & Phone Number
Senior Investment Officer @ Heritage Family Offices, LLP
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Roger Beutler Location
- Switzerland
Roger Beutler Work
- Senior Investment Officer @ (September 2020 - Present)
- Director of Investments @ (September 2007 - April 2010)
- Senior Investment Analyst @ (November 2004 - August 2007)
- Owner @ Saggezza Investment Management (February 2006 - April 2007)
- Investment Analyst @ Newport Capital Advisers (April 2003 - November 2004)
- Portfolio Analyst @ (August 2000 - February 2002)
- Risk Management Trainee @ (November 1999 - August 2000)
Roger Beutler Education
- Bern University of Applied Sciences
Bachelor Of Applied Science (Banking, Finance)
1996-1999
Roger Beutler Skills
- Alternative Investments
- Asset Allocation
- Private Equity
- Investments
- Asset Management
- Fixed Income
- Portfolio Management
- Emerging Markets
- Investment Management
- Hedge Funds
- Investment Strategies
- Venture Capital
- Financial Structuring
- Investment Banking
- Equities
- Investor Relations
- Risk Management
- Wealth Management
- Equity Research
- Due Diligence
- Investment Advisory
- Fund Of Funds
- Valuation
- Mutual Funds
- Trading
- Options
- Endowment Funds
- Foundations
- Real Estate
- Corporate Finance
- Banking
- Endowments
- Financial Advisory
- Funding
- Financial Risk
- Financial Modeling
- Securities
- Capital Markets
- Equity Capital Markets
- Absolute Return
- Growth Investing
- Mezzanine
- Distressed Debt
- Frontier Markets
- Financial Markets
- Bonds
- Microsoft Excel
- Research
- Change Management
- Microsoft Office
- Team Leadership
- Sales
- Bric
- Leadership
Roger Beutler Summary
- Roger Beutler, based in Switzerland, is currently a Senior Investment Officer at Heritage Family Offices, LLP. Roger Beutler brings experience from previous roles at Casey Family Programs, Dunham & Associates, Saggezza Investment Management and Newport Capital Advisers. Roger Beutler holds a 1996 - 1999 Bachelor Of Applied Science in Banking, Finance @ Bern University of Applied Sciences. With a robust skill set that includes Alternative Investments, Asset Allocation, Private Equity, Investments, Asset Management and more. Roger Beutler has 5 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Roger Beutler?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co