Richard Kilbride

senior advisor - investment strategist at The Roosevelt Investment Group Inc - New York, NY, US

Richard Kilbride's Colleagues at The Roosevelt Investment Group Inc
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

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Jason Benowitz

Senior Portfolio Manager

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David Chalfin

Chief Financial Officer, Managing Director

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Jim Rogers

President | National Sales Manager & Head of Distribution | Executive Committee Member The Roosevelt

Contact Jim Rogers

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Richard Kilbride's Contact Details
HQ
646-452-6700
Location
Company
The Roosevelt Investment Group Inc
Richard Kilbride'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
Details about The Roosevelt Investment Group Inc
Frequently Asked Questions about Richard Kilbride
Richard Kilbride currently works for Roosevelt Investments.
Richard Kilbride's role at Roosevelt Investments is senior advisor - investment strategist.
Richard Kilbride's email address is ***@rooseveltinvestments.com. To view Richard Kilbride's full email address, please signup to ConnectPlex.
Richard Kilbride works in the Investment Management industry.
Richard Kilbride's colleagues at The Roosevelt Investment Group Inc are Kathe Wright, Adam Sheer, Tim Hermann, Jason Benowitz, David Chalfin, Jim Rogers, Nicki Adams and others.
Richard Kilbride's phone number is ["+16034473834","+12033255034"]
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