Tim Hermann

Vice President, Senior Wealth Advisor at The Roosevelt Investment Group Inc - New York, NY, US

Tim Hermann's Colleagues at The Roosevelt Investment Group Inc
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

Karen Bairos

Chief Operating Officer

Contact Karen Bairos

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Tim Hermann's Contact Details
HQ
646-452-6700
Location
New York,New York,United States
Company
The Roosevelt Investment Group Inc
Tim Hermann'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 Tim Hermann
Tim Hermann currently works for The Roosevelt Investment Group, LLC.
Tim Hermann's role at The Roosevelt Investment Group, LLC is Vice President, Senior Wealth Advisor.
Tim Hermann's email address is ***@rooseveltinvestments.com. To view Tim Hermann's full email address, please signup to ConnectPlex.
Tim Hermann works in the Investment Management industry.
Tim Hermann's colleagues at The Roosevelt Investment Group Inc are Jason Benowitz, David Chalfin, Jim Rogers, Nicki Adams, Karen Bairos, Steven Weiss, Michael Miranda and others.
Tim Hermann's phone number is 646-452-6700
See more information about Tim Hermann