David D. Roll
Profile
Mr. David D.
Roll, CFA, is Client Portfolio Manager at Edge Asset Management, Inc.
Mr. Roll joined Edge in 2010 and has over 17 years of industry experience.
Previously, he held various positions in sales, relationship management, consultant relations and analytical roles at Morley Financial Services, Russell Investment Group, Russell/Mellon and U.S Bancorp Asset Management.
Mr. Roll received a B.A.
in Business Administration from the University of Puget Sound with a concentration in finance.
Mr. Roll has earned the right to use the Chartered Financial Analyst designation.
Former positions of David D. Roll
| Companies | Position | End |
|---|---|---|
| Russell/Mellon | Corporate Officer/Principal | - |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Corporate Officer/Principal | - |
Morley Financial Services, Inc.
 Morley Financial Services, Inc. Financial ConglomeratesFinance Morley Financial Services provides financial services. The firm provides stable value investment services to corporate, government and Taft-Hartley pension plans. The company was founded in 1982 and is headquartered in Des Moines, IA. | Corporate Officer/Principal | - |
Russell Investment Management LLC
 Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Corporate Officer/Principal | - |
Training of David D. Roll
| University of Puget Sound | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Russell Investment Management LLC
Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Finance |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Finance |
Morley Financial Services, Inc.
Morley Financial Services, Inc. Financial ConglomeratesFinance Morley Financial Services provides financial services. The firm provides stable value investment services to corporate, government and Taft-Hartley pension plans. The company was founded in 1982 and is headquartered in Des Moines, IA. | Finance |
| Russell/Mellon | Technology Services |
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