Jeff Charles Roberto

Finance

Consumer Services

Profile

Mr. Jeff C.
Roberto is a Manager at R.
W.
Rogé & Co., Inc. He has considerable experience as a financial consultant.
He serves on our Investment Management and Client Services Committees.
Mr. Roberto previously worked for Smith Barney and Charles Schwab & Co. servicing the needs of individual investors.
Mr. Roberto holds an MBA from Dowling College and a Bachelor of Arts degree in Economics from S.U.N.Y., Cortland.

Former positions of Jeff Charles Roberto

Companies	Position	End
Smith Barney & Co., Inc.	Corporate Officer/Principal	-
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.	Corporate Officer/Principal	-
R. W. Rogé & Co., Inc. R. W. Rogé & Co., Inc. Investment ManagersFinance R. W. Rogé & Co., Inc. (RWR) is an independent registered investment advisor and wealth management firm headquartered in Bohemia, New York. The firm was founded by Ronald W. Rogé in 1986. RWR offers wealth management, financial planning, and investment/portfolio management services to individuals, small businesses, corporations, charitable organizations, pension and profit sharing plans, trusts, estates, endowments and foundations.	Trading-Equity	-

See the detail of Jeff Charles Roberto's experience

Training of Jeff Charles Roberto

Dowling College	Masters Business Admin
The State University of New York	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies