Karen Dearruda

director of operations at The Roosevelt Investment Group Inc - New York, NY, US

Karen Dearruda's Colleagues at The Roosevelt Investment Group Inc
Michael Maitner

regional director mid-atlantic region

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Sven Hsia

Managing Director

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Jason CFA

Senior Portfolio Manager

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Richard Kilbride

senior advisor - investment strategist

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Kathe Wright

senior portfolio administrator

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Adam Sheer

Co-Chief Executive Officer

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Tim Hermann

Vice President, Senior Wealth Advisor

Contact Tim Hermann

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Karen Dearruda's Contact Details
Email (Verified)
***@rooseveltinvestments.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
646-452-6700
Location
Company
The Roosevelt Investment Group Inc
Karen Dearruda's Company Details
The Roosevelt Investment Group Inc logo, The Roosevelt Investment Group Inc contact details

The Roosevelt Investment Group Inc

New York, NY, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

The Roosevelt Investment Group, LLC is an advisory firm providing comprehensive investment management and financial planning services. In 1971 P. James Roosevelt of Oyster Bay, NY, a cousin of Theodore Roosevelt, founded the investment advisory firm P. James Roosevelt, Inc., which managed investment assets of individuals and endowments.The firm's name was changed in 1993 to The Roosevelt Investment Group, Inc., which it retained in 2002 upon merging into Sheer Asset Management, Inc., an investment advisory firm founded by Arthur Sheer in 1990. In 2020, the firm's name changed to The Roosevelt Investment Group, LLC, and it was acquired by CI US Holdings, Inc., a subsidiary of CI Financial Corp. Roosevelt Investments follows a long tradition of risk-conscious investing — we know preserving your wealth is just as important as growing it.

Asset Management Investment Management Wealth Management Financial Planning Retirement Planning Estate Planning Succession Planning Wealth Planning Funeral Services and Cemetery Trusts Preneed Trusts Perpetual Care Trusts Endowment Care Trusts Investment Bank/Securities Brokerage Management Investment Open-ended
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Frequently Asked Questions about Karen Dearruda
Karen Dearruda currently works for Roosevelt Investments.
Karen Dearruda's role at Roosevelt Investments is director of operations.
Karen Dearruda's email address is ***@rooseveltinvestments.com. To view Karen Dearruda's full email address, please signup to ConnectPlex.
Karen Dearruda works in the Investment Management industry.
Karen Dearruda's colleagues at The Roosevelt Investment Group Inc are Michael Maitner, Sven Hsia, Jason CFA, Richard Kilbride, Kathe Wright, Adam Sheer, Tim Hermann and others.
Karen Dearruda's phone number is ["+14014330306"]
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