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Roger Wittlin
Chief Executive Officer at Roger Wittlin Investment Advisory LLC
Profile
Roger Lowell Wittlin is currently the Chief Compliance Officer & Managing Member at Roger Wittlin Investment Advisory LLC since 2018.
Prior to this, he worked as a Managing Director at Allspring Global Investments LLC and Goldman Sachs & Co. LLC.
From 2007 to 2014, he was the Managing Director & Portfolio Manager at Silver Lake Financial Management Co. LLC.
Wittlin completed his undergraduate degree at Arizona State University and earned an MBA from the American Graduate School of Management.
Roger Wittlin active positions
Companies | Position | Start |
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Roger Wittlin Investment Advisory LLC
![]() Roger Wittlin Investment Advisory LLC Investment ManagersFinance Roger Wittlin Investment Advisory LLC (dba Wittlin Advisory) is an independent registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Roger Wittlin in 2017. Wittlin Advisory provides investment advice to Individuals, High Net Worth Individuals, Families and Foundations. | Chief Executive Officer | 01/02/2018 |
Former positions of Roger Wittlin
Companies | Position | End |
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Silver Lake Financial Management Co. LLC
![]() Silver Lake Financial Management Co. LLC Investment ManagersFinance Silver Lake Financial Management Co. LLC (Silver Lake) is an investment management firm headquartered in Menlo Park, California. The firm was founded in 2007 and is a subsidiary of Silver Lake Technology Management LLC, which is owned by Silver Lake Group LLC. Silver Lake provides asset management services to individual and institutional clients. | Chief Investment Officer | 01/04/2014 |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Portfolio Manager-Fixed Income | 10/04/2007 |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
Training of Roger Wittlin
Arizona State University | Undergraduate Degree |
American Graduate School of Management | Masters Business Admin |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 4 |
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Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Finance |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Silver Lake Financial Management Co. LLC
![]() Silver Lake Financial Management Co. LLC Investment ManagersFinance Silver Lake Financial Management Co. LLC (Silver Lake) is an investment management firm headquartered in Menlo Park, California. The firm was founded in 2007 and is a subsidiary of Silver Lake Technology Management LLC, which is owned by Silver Lake Group LLC. Silver Lake provides asset management services to individual and institutional clients. | Finance |
Roger Wittlin Investment Advisory LLC
![]() Roger Wittlin Investment Advisory LLC Investment ManagersFinance Roger Wittlin Investment Advisory LLC (dba Wittlin Advisory) is an independent registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Roger Wittlin in 2017. Wittlin Advisory provides investment advice to Individuals, High Net Worth Individuals, Families and Foundations. | Finance |
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