Samantha Beltron

Marketing at The Roosevelt Investment Group Inc - New York, NY, US

Samantha Beltron's Contact Details
HQ
646-452-6700
Location
New York City Metropolitan Area
Company
The Roosevelt Investment Group Inc
Samantha Beltron'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 Samantha Beltron
Samantha Beltron currently works for The Roosevelt Investment Group Inc.
Samantha Beltron's role at The Roosevelt Investment Group Inc is Marketing.
Samantha Beltron's email address is ***@rooseveltinvestments.com. To view Samantha Beltron's full email address, please signup to ConnectPlex.
Samantha Beltron works in the Investment Bank/Securities Brokerage industry.
Samantha Beltron's colleagues at The Roosevelt Investment Group Inc are Ashley Rissolo, Kevin Lafontaine, Adam Horner, Karen Dearruda, Michael Maitner, Sven Hsia, Jason CFA and others.
Samantha Beltron's phone number is 646-452-6700
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