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Roger Wittlin
Directeur Général chez
Roger Wittlin Investment Advisory LLC
Profil
Roger Lowell Wittlin is currently Chief Compliance Officer & Managing Member at Roger Wittlin Investment Advisory LLC since 2018.
Former positions include Managing Director at Allspring Global Investments LLC, Managing Director & Portfolio Manager at Silver Lake Financial Management Co. LLC from 2011 to 2014, and Principal at Goldman Sachs & Co. LLC.
Education includes an undergraduate degree from Arizona State University and an MBA from the American Graduate School of Management.
Postes actifs de Roger Wittlin
| Sociétés | Poste | Début |
|---|---|---|
Roger Wittlin Investment Advisory LLC
 Roger Wittlin Investment Advisory LLC Investment ManagersFinance Wittlin Advisory builds an investment strategy for a specific client based upon the objectives stated by the client during consultations. | Directeur Général | 01/02/2018 |
Anciens postes connus de Roger Wittlin
| Sociétés | Poste | Fin |
|---|---|---|
Silver Lake Financial Management Co. LLC
 Silver Lake Financial Management Co. LLC Investment ManagersFinance Silver Lake partners and aligns with exceptional management teams to invest in, build and grow great companies. | Directeur en chef des Investissements | 01/04/2014 |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Portfolio Manager-Fixed Income | 10/04/2007 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Roger Wittlin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Arizona State University
 Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Graduate School of Management
 American Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Silver Lake Financial Management Co. LLC
Silver Lake Financial Management Co. LLC Investment ManagersFinance Silver Lake partners and aligns with exceptional management teams to invest in, build and grow great companies. | Finance |
Roger Wittlin Investment Advisory LLC
Roger Wittlin Investment Advisory LLC Investment ManagersFinance Wittlin Advisory builds an investment strategy for a specific client based upon the objectives stated by the client during consultations. | Finance |
