Chris D. Roman
Profile
Mr. Chris D.
Roman, CFA MBA, is Senior Vice President at AT Investment Advisers, Inc. He is also a
Senior Relationship Manager of the firm.
He has more than 44 years of investment management experience in equities and fixed income securities.
Prior to joining AT Investment Advisers in March 2004, Mr. Roman was employed as Senior Vice President by Stein Roe Investment Counsel, Inc., a Fund Manager by Wells Fargo Bank, NA, and Vice President by Eaton Vance Corp.
Mr. Roman received his BA from the University of California - Berkeley and his MBA from University of Santa Clara.
He is a Chartered Financial Analyst and a Chartered Investment Counselor.
Former positions of Chris D. Roman
| Companies | Position | End |
|---|---|---|
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Portfolio Manager-Equities | 31/12/2003 |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | - |
| EATON VANCE CORP. | Portfolio Manager-Equities | - |
Training of Chris D. Roman
| University of California, Berkeley | Undergraduate Degree |
| Santa Clara University | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
Eaton Vance Corp.
 Eaton Vance Corp. Investment ManagersFinance Eaton Vance Corp. engages in the management of investment funds and provides counselling services. It offers a range of engineered portfolio implementation services, including tax-managed core and specialty index strategies, futures and options-based portfolio overlays, and centralized portfolio management of multi-manager portfolios. The company was founded on April 30, 1979 and is headquartered in Boston, MA. | Finance |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
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