Roger Wittlin Email & Phone Number
Financial Advisor for Family Offices, HNW Investors, RIA’s and Client Focused Business MGT Firms
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Roger Wittlin Location
- San Francisco, CA, US
Roger Wittlin Work
- 2013 -now Financial Advisor for Family Offices, HNW Investors, RIA’s and Client Focused Business MGT Firms @ Wittlin Investment Advisory
- 2012 -now ASU Foundation Trustee and Past Investment Committee Chair. ASUF Real Estate Board @ ASU Endowment Foundation
- 2014 -2023 Principal @ PCCP
- 2007 -2014 Managing Director, Founder and Portfolio Manager, Silverlake Credit @
- 2000 -2007 Managing Director, Lead Portfolio Manager and Group Head @ Wells Fargo / Wells Capital Management - Sutter Credit Strategies
- 1998 -1999 Managing Director @
- 1986 -1997 Vice President - Principal Investment Group and Fixed Income @
- 1984 -1986 Vice President @
- 1982 -1984 Mortgage Sales Specialist @ Lehman Brothers
Roger Wittlin Education
- American Graduate School of International Management (Thunderbird)
Master of International Management, Master of Business Administration (International Business)
1976-1978 - Arizona State University
Bachelor of Science (BS) (Journalism)
1972-1976
Roger Wittlin Skills
- Alternative Investments
- Portfolio Management
- Asset Management Strategy
- Private Equity Analysis
- Real Estate Debt And Equity Strategies
- Finance
- Credit And Leverage Credit Strategies
- Fixed Income
- Endowment Investing Structure
- Asset Allocation
- Distressed Asset Investing
- Financial Analysis
- Customer Service
- Strategic Planning
- Private Equity
- Mediation and Arbitration Expert in Investment Sector
- Investments
- Asset Management
- Valuation
- Hedge Funds
Roger Wittlin Summary
- Roger Wittlin, based in San Francisco, CA, US, is currently a Financial Advisor for Family Offices, HNW Investors, RIA’s and Client Focused Business MGT Firms at Wittlin Investment Advisory. Roger Wittlin brings experience from previous roles at ASU Endowment Foundation, PCCP, Silver Lake and Wells Fargo / Wells Capital Management - Sutter Credit Strategies. Roger Wittlin holds a 1976 - 1978 Master of International Management, Master of Business Administration in International Business @ American Graduate School of International Management (Thunderbird). With a robust skill set that includes Alternative Investments, Portfolio Management, Asset Management Strategy, Private Equity Analysis, Real Estate Debt And Equity Strategies and more. Roger Wittlin has 1 emails and 1 mobile phone numbers on RocketReach.
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